Ppsgrp LLC
● SEC registered since 2026CRD 340003SEC# 801-135208White Plains, NY
Reg. AUM
$157M
Employees
5
Accounts
426
Location
White Plains, NY
Ppsgrp LLC assets under management
Ppsgrp LLC is a registered investment adviser overseen by the SEC based in White Plains, NY. The firm has been registered since 2026. It reports $157 million in regulatory assets under management and employs 5 people.
Ppsgrp LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julia Anne Teresa Peloso-Barnes Control | Managing Member | Over 75% | 2026 |
| Leila Mehrizi Shaver | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Ppsgrp LLC manage?
Ppsgrp LLC reports $157 million in regulatory assets under management on its Form ADV.
How many employees does Ppsgrp LLC have?
Ppsgrp LLC reports 5 employees.
Where is Ppsgrp LLC located?
Ppsgrp LLC is based in White Plains, NY and has been SEC-registered since 2026.
Does Ppsgrp LLC disclose fund performance?
Ppsgrp LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 Westchester Ave., Suite 101, White Plains, NY 10604 |
| Phone | (914) 831-3050 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$157Mregulatory AUM
Discretionary $22MNon-discretionary $135.1M