The Portfolio Strategy Group, LLC
● SEC registered since 2013CRD 166593SEC# 801-77583White Plains, NY
Ranks #1,893 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.62B
Fund GAV
$47.9M
Private funds
1
Employees
15
Accounts
478
Location
White Plains, NY
The Portfolio Strategy Group, LLC assets under management
The Portfolio Strategy Group, LLC is an investment advisory firm registered with the SEC based in White Plains, NY. The firm has been registered since 2013. It reports $2.6 billion in regulatory assets under management and employs 15 people. The Portfolio Strategy Group, LLC manages 1 private fund with combined gross assets of $47.9 million, including The Psg Fund, LLC. By regulatory assets, it ranks 1,893 of 6,004 private fund managers.
The Portfolio Strategy Group, LLC private funds
1 funds · $47.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Psg Fund, LLC | Hedge | $47.9M | $500K |
The Portfolio Strategy Group, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Laurence Scharf Control | Managing Director | Under 5% | 2012 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2012 |
| Jacques Elie Boubli Control | Managing Director | Under 5% | 2023 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Portfolio Strategy Group, LLC manage?
The Portfolio Strategy Group, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
How many private funds does The Portfolio Strategy Group, LLC manage?
The Portfolio Strategy Group, LLC manages 1 private funds with combined gross assets of $47.9 million.
How many employees does The Portfolio Strategy Group, LLC have?
The Portfolio Strategy Group, LLC reports 15 employees.
Where is The Portfolio Strategy Group, LLC located?
The Portfolio Strategy Group, LLC is based in White Plains, NY and has been SEC-registered since 2013.
Does The Portfolio Strategy Group, LLC disclose fund performance?
The Portfolio Strategy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Main Street, Suite 1280, White Plains, NY 10606 |
| Phone | 914-288-4900 |
| Fax | 914-328-6670 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.62B▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$2.62Bregulatory AUM
Discretionary $2.61BNon-discretionary $10.2M