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Cd&r Ferdinand Co-Investor, L.P.

PartnerThe Portfolio Strategy Group, LLC

About Cd&r Ferdinand Co-Investor, L.P.

Cd&r Ferdinand Co-Investor, L.P. is listed as Partner at The Portfolio Strategy Group, LLC in White Plains, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of The Portfolio Strategy Group, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Cd&r Ferdinand Co-Investor, L.P. work?

Cd&r Ferdinand Co-Investor, L.P. is listed as Partner at The Portfolio Strategy Group, LLC on SEC Form ADV.

How much of The Portfolio Strategy Group, LLC does Cd&r Ferdinand Co-Investor, L.P. own?

Form ADV reports a beneficial ownership band of 25-50%.

The Portfolio Strategy Group, LLC

TitlePartner
Ownership25-50%
Control personYes
Since2023