Allocator Index · CRD 166593
THE PORTFOLIO STRATEGY GROUP, LLC
White Plains, NY · 914-288-4900 · psgwealth.com/
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
359
Other individuals
46
HNW assets
$2.03B
Total AUM
$2.62B
Employees
15
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| THE PSG FUND, LLC | Hedge Fund | $47.9M |