PSG Equity L.L.C.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 295103
- Registered since
- November 16, 2020
- Website
- www.psgequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mark Hastings
CEOCRD 4510935
Contacts
3 of 3Peter Wilde
ChairmanCRD 6776950

Aaron Fine
General Counsel & CCOCRD 7276203
Robert Daly
Managing Director and TreasurerCRD 8203095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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