Key facts
- THE PORTFOLIO STRATEGY GROUP, LLC is a hedge fund based in WHITE PLAINS, NY.
- THE PORTFOLIO STRATEGY GROUP, LLC reports $22.8M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 166593- Regulatory AUM
- $22.8M
- Private fund assets
- $47.9M
- Private funds
- 1 · 1 hedge
- Staff
- 15
- Registered office
- WHITE PLAINS, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for THE PORTFOLIO STRATEGY GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is THE PORTFOLIO STRATEGY GROUP, LLC's AUM?
- THE PORTFOLIO STRATEGY GROUP, LLC manages approximately $22.8M in assets.