PSG Equity LLC

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PSG Equity LLC ✚
CRD #	295103
SEC #	801-119814
CIK #
AUM	$28.4 B (2025-03-28)
Employees	269 (55% Investors, 0% Brokers)
Phone	617-544-8800
Address	401 Park Drive Boston, MA 02215
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	PSG Co-Invest AD LP	[2025-03-28]	0.0	75.5
PE	PSG Co-Invest A LP	[2025-03-28]	0.0	51.6
PE	PSG Co-Invest CP LP	[2025-03-28]	0.0	50.0
PE	PSG Nalanda Co-Invest II LP	2025-03-28		59.5
PE	PSG Host Co-Invest SCSP	[2024-03-28]	0.0	108.3
PE	PSG VI LP	[2024-03-28]	5,013.5	3,546.6
PE	PSG VI Lux SCSP	[2024-03-28]	5,013.5	3,199.6
PE	PSG Europe II LP	[2023-03-30]	2,565.1	2,693.0
PE	PSG Europe Lux-A II SCSP	2023-03-30		61.8
PE	PSG Europe Lux II SCSP	[2023-03-30]	2,565.1	479.7
PE	PSG Fidelity Co-Invest LP	[2023-03-30]	0.0	93.5
PE	PSG STAX Co-Invest LP	[2023-03-30]	0.0	70.4
PE	PSG Vehlo Co-Invest II LP	[2023-03-30]	0.0	78.5
PE	PSG Yottaa Co-Invest LP	[2023-03-30]	0.0	52.5
PE	Grantain Co-Invest LP	[2022-03-31]	0.0	369.7
PE	Nalanda Co-Invest SCSP	[2022-03-31]	0.0	13.2
PE	Providence Strategic Growth Di Co-Invest LP	[2022-03-31]	0.0	28.1
PE	PSG Co-Invest C LP	[2022-03-31]	0.0	195.4
PE	PSG Encore-A LP	[2022-03-31]	0.0	931.4
PE	PSG Encore Co-Invest J LP	[2022-03-31]	0.0	32.0
PE	PSG Encore LP	[2022-03-31]	0.0	690.4
PE	PSG Encore Warehouse-A LP	[2022-03-31]	0.0	120.7
PE	PSG Encore Warehouse II-A LP	[2022-03-31]	0.0	143.4
PE	PSG Encore Warehouse III LP	[2022-03-31]	0.0	213.5
PE	PSG Encore Warehouse II LP	[2022-03-31]	0.0	30.6
PE	PSG Encore Warehouse LP	[2022-03-31]	0.0	97.2
PE	PSG Government Brands II Co-Invest LP	[2022-03-31]	0.0	82.6
PE	PSG Mpulse Co-Invest LP	[2022-03-31]	0.0	31.2
PE	PSG Singlewire Co-Invest-A LP	[2022-03-31]	0.0	62.0
PE	PSG Singlewire Co-Invest LP	[2022-03-31]	0.0	22.5
PE	PSG V-A LP	[2022-03-31]	0.0	3,036.2
PE	PSG V LP	[2022-03-31]	0.0	3,054.4
PE	Signaturit Co-Invest SCSP	[2022-03-31]	0.0	83.5
PE	Pueblo Co-Invest II LP	[2021-03-31]	0.0	31.7
PE	Providence Strategic Growth Europe LP	[2020-03-27]	523.5	1,498.3
PE	Providence Strategic Growth Europe Lux SCSP	[2020-03-27]	127.0	516.4
PE	Providence Strategic Growth IV-A LP	[2020-03-27]	0.0	1,475.8
PE	Providence Strategic Growth IV LP	[2020-03-27]	0.0	2,344.3
PE	Pueblo Co-Invest-A LP	[2020-03-27]	0.0	156.5
PE	Pueblo Co-Invest LP	[2020-03-27]	0.0	66.1
PE	Providence Strategic Growth III-A LP	[2018-03-30]	0.0	362.7
PE	Providence Strategic Growth III LP	[2018-03-30]	0.0	1,126.2
PE	Providence Strategic Growth II-A LP	2017-03-31		328.6
PE	Providence Strategic Growth II LP	[2017-03-31]	0.0	431.7
PE	Providence Strategic Growth-A LP	2015-03-31		125.2
PE	Providence Strategic Growth LP	[2015-03-31]	0.0	37.8

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	46	28.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	46	28.4
By Discretionary
Discretionary	46	28.4
Non-Discretionary	0	0.0
Total	46	28.4
By Non-United States Persons
Non-United States Persons		12.6
United States Persons		15.7
Total	46	28.4

Form D Directors	# Filings	# Firms	2011 - 2025
Jonathan Nelson	58
Roman Bejger	47
Paul Salem	24
Glenn Creamer	21
Marc Puglia	89
Mark Hastings	84
Peter Wilde	81
Robert Hull	9
Aaron Fine	23
Providence Strategic Growth III GP LP	6
View All

Comparable Firms	State	AUM ($B)
Roark Capital Management LLC ✚	GA	32.6
TJC LP ✚	NY	31.8
Schroders Capital Management US Inc ✚	NY	29.5
Coller Investment Management Ltd ✚		29.0
NEA Management Company LLC ✚	CA	27.8
Berkshire Partners LLC ✚	MA	26.8
First Sentier Investors Ireland Limited ✚		26.1
Valor Management LLC ✚	IL	26.1
Bregal Investments Inc ✚	NY	25.8
Three Fifty Eight Investment Group LLC ✚		25.0

Assets, Funds, Holdings