PSG Equity L.L.C.

RIASEC Registered
Total AUM
$30.2B
Discretionary
$30.2B
100% of AUM
Avg account
$539M
Accounts
56
Employees
276
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
295103
Registered since
November 16, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PSG Equity L.L.C. is a private equity manager that works primarily with institutional clients. The firm is registered with the SEC (registered in 2020) and operates as a limited liability company owned by a mix of a domestic entity and individuals. Its stated business activities include serving as a CPO/CTA and providing portfolio management for pooled investment vehicles; PSG Equity also functions as a sponsor, general partner, or managing member of pooled funds and maintains affiliations with broker-dealers and other advisers. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm identifies itself as an active ESG investor and integrates those considerations into its investment approach. PSG Equity’s client and product focus centers on private funds—its classification in the data set is Private Equity Fund and its primary client base is institutional investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Hastings

    Mark Hastings

    CEOCRD 4510935

Contacts

3 of 3
  • Peter Wilde

    ChairmanCRD 6776950

  • Aaron Fine

    Aaron Fine

    General Counsel & CCOCRD 7276203

  • Robert Daly

    Managing Director and TreasurerCRD 8203095

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
401 Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth