The Portfolio Strategy Group Inc

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Assets, Funds, Holdings

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The Portfolio Strategy Group Inc
CRD #114753
SEC #801-37533
CIK #
AUM
Employees
Phone212-218-3381
Address1 Rockefeller Plaza
New York, NY 10020
Source [IAPD] [Website]
Total AUM ($M)
110088066044022001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF PSG Fund LLC 2012-04-24 61.0
HF PSG Opportunity Fund [2012-04-24] 0.0 5.5
AUM Breakdown Accounts AUM ($M)
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 0 0.0
(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 450 420.0
By Discretionary
Discretionary 450 420.0
Non-Discretionary 0 0.0
Total 450 420.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 420.0
Total 450 420.0
Form D Directors # Filings # Firms 2011 - 2025
Richard Yoken 8
Lawrence Bartimer 5
Peter Yorkes 2
Edward Scharf 2
The PSG Opportunity Fund 1
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