Data / Investment advisers / New York / The Portfolio Strategy Group, LLC
The Portfolio Strategy Group, LLC, White Plains, NY: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Portfolio Strategy Group, LLC is an SEC registered investment adviser with its main office in White Plains, New York and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 1 private fund.
The request: Watch The Portfolio Strategy Group, LLC (CRD number 166593): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 166593
- SEC file number
- 801-77583
- SEC status
- Approved, effective February 8, 2013
- Main office
- 50 Main Street Suite 1280, White Plains, NY 10606
- Phone
- (914) 288-4900
- Website
- psgwealth.com
- Regulatory AUM
- $2,620,983,417 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $2,610,792,761
- Non discretionary AUM
- $10,190,656
- Accounts
- 478
- Employees
- 15, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $47,859,463
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 359 | $2.03 billion |
| Corporations or other businesses | 41 | $443.4 million |
| Charitable organizations | 13 | $53.7 million |
| Pooled investment vehicles | 2 | $47.9 million |
| Pension and profit sharing plans | 19 | $27.8 million |
| Individuals (other than high net worth individuals) | 46 | $20.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.62 billion | March 26, 2026 |
| December 1, 2025 | $2.38 billion | March 20, 2025 |
Other advisers in White Plains
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rethink Capital Partners, LLC | White Plains | $2.23 billion | 27 | adviserinfo.sec.gov |
| Tortoise Investment Management, LLC | White Plains | $2.07 billion | Not listed | adviserinfo.sec.gov |
| Halyard Asset Management LLC | White Plains | $2.03 billion | Not listed | adviserinfo.sec.gov |
| Matrix Asset Advisors Inc | White Plains | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Lyonross Capital Management, LLC | White Plains | $880.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in White Plains, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- The Portfolio Strategy Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.