The Portfolio Strategy Group – Fund and Executive Details

Fund Companies

The Portfolio Strategy Group LLC

The Portfolio Strategy Group is a hedge fund company based in White Plains, NY. They operate 1 private fund and have approximately $1.38 billion in total assets under management (AUM). You can view more information on The Portfolio Strategy Group including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for The Portfolio Strategy Group

The Portfolio Strategy Group, LLC
81 Main Street
Suite 201
White Plains, NY 10601
United States

Phone: 914-328-6660
Fax: 914-328-6670
Website: http://www.portfoliostrategygroup.com

Overview of The Portfolio Strategy Group

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-77583

Org#: 166593

Legal Issues: No legal issues reported

Company Type: Hedge Fund

Strategies/Sectors: Fund of Funds

Pooled Investments: Up to 10 percent

Private Funds Managed(1): The Psg Fund Llc

Ownership/Leadership of The Portfolio Strategy Group

 

Richard Alan YokenPresident & Managing Director
Thomas Michael ZottnerManaging Director
Focus Operating LLCMember (Manager)
Edward Laurence ScharfManaging Director
Managing Director
Managing Director
Atiya LearyChief Compliance Officer

The Portfolio Strategy Group Key Stats and Charts

Discretionary AUM: $1.38 billion

The Portfolio Strategy Group discretionary AUM

Rank: 910 out of 3271 hedge fund management companies

Total AUM: $1.38 billion

The Portfolio Strategy Group total assets under management (AUM)

Rank: 953 out of 3271 hedge fund management companies

# of Accounts: 289

The Portfolio Strategy Group total client accounts

Rank: 314 out of 3271 hedge fund management companies

Average Account Size: 4780553.15917

The Portfolio Strategy Group average account size

Rank: 1967 out of 3271 hedge fund management companies

# of Employees: 10

The Portfolio Strategy Group has 10 employees

Rank: 1301 out of 3271 hedge fund management companies

# of Private Funds: 1

The Portfolio Strategy Group operates 1 private Hedge Fund funds

Rank: 1944 out of 3271 hedge fund management companies

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