| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Psg Fund, LLC | Hedge | $45.7M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Laurence Scharf Control | Managing Director | Under 5% | 2012 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2012 |
| Jacques Elie Boubli Control | Managing Director | Under 5% | 2023 |
The Portfolio Strategy Group, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
The Portfolio Strategy Group, LLC manages 1 private funds with combined gross assets of $45.7 million.
The Portfolio Strategy Group, LLC reports 15 employees.
The Portfolio Strategy Group, LLC is based in White Plains, NY and has been SEC-registered since 2013.
The Portfolio Strategy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Main Street, Suite 1280, White Plains, NY 10606 |
| Phone | 914-288-4900 |
| Fax | 914-328-6670 |
| Office hours | 5-Sep |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.38B |
| Non-discretionary | $8M |
| Total (RAUM) | $2.38B |