Investment adviser · CRD 106942

PORTFOLIO STRATEGIES INC NY

Investment adviser filing (IA)

MONTVALE, NJ, United States · Form ADV filed Apr 6, 2026

Regulatory AUM
$1.02B
Form ADV · Item 5.F
Client accounts
3,412
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals186$501,495,46549.4%
Individuals3,070$350,211,64934.5%
Corporations & businesses153$152,412,59415.0%
CharitiesFewer than 5$11,633,5911.1%
Filing source

Form ADV 2091847 · Apr 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PSI BRANDON CROSSROADS, LLCReal Estate Fund · Last reported Mar 27, 2017$16.9MGross asset value
Auditor PETER D. WILLNER, CPA WELLINGTON, Florida, United States
Custodian THE KINGDOM TRUST COMPANY MURRAY, Kentucky, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4485324386
Reported beneficial owners
83
Minimum commitment
$50K

Form ADV 1090247 · Mar 27, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PSI MISTY RIDGE, LLCReal Estate Fund · Last reported May 16, 2019$6.63MGross asset value
Auditor TARLOW & CO. NEW YORK, New York, United States
Custodian THE KINGDOM TRUST COMPANY MURRAY, Kentucky, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

TARLOW & CO.
PCAOB 2535

Fund details & source
Fund ID
805-2750036725
Reported beneficial owners
60
Minimum commitment
$100K

Form ADV 1323760 · May 16, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PSI HAMPTON ROADS CROSSING, LLCReal Estate Fund · Last reported Mar 18, 2015$5.85MGross asset value
Auditor PETER D. WILLNER CPA SADDLE RIVER, New Jersey, United States
Custodian THE KINGDOM TRUST COMPANY MURRAY, Kentucky, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5912506578
Reported beneficial owners
69
Minimum commitment
$50K

Form ADV 890059 · Mar 18, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PSI BOLINGBROOK, LLCReal Estate Fund · Last reported May 16, 2019$3.18MGross asset value
Auditor TARLOW & CO. NEW YORK, New York, United States
Custodian THE KINGDOM TRUST COMPANY MURRAY, Kentucky, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

TARLOW & CO.
PCAOB 2535

Fund details & source
Fund ID
805-6079857071
Reported beneficial owners
34
Minimum commitment
$50K

Form ADV 1323760 · May 16, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PSI SAVANNAH HOLDINGS, LLCReal Estate Fund · Last reported Mar 27, 2017$1.58MGross asset value
Auditor PETER D. WILLNER CPA WELLINGTON, Florida, United States
Custodian THE KINGDOM TRUST COMPANY MURRAY, Kentucky, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9195703026
Reported beneficial owners
21
Minimum commitment
$50K

Form ADV 1090247 · Mar 27, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PSI TUSCANY HOLDINGS, LLCReal Estate Fund · Last reported Mar 29, 2012$0Gross asset value
Auditor HARVEY LEVITIN, CPA MONSEY, New York, United States
Custodian NATIONAL FINANCIAL SERVICES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source
Fund ID
805-2904195463
Reported beneficial owners
0
Minimum commitment
$50K

Form ADV 627550 · Mar 29, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 6, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

180 SUMMIT AVENUE, SUITE 200
MONTVALE, NJ, 07645, United States

CRD 106942

Filing source

Form ADV 2091847 · Apr 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.