Investment adviser · CRD 295103

PSG EQUITY L.L.C.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$30.2B
Form ADV · Item 5.F
Client accounts
56
Accounts, not individual clients
Employees
276
Reported in this filing
Advisory professionals
154
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
Pooled investment vehicles56$30,177,186,496100.0%
Filing source

Form ADV 2075693 · Mar 30, 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

50+ 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.

Browse the first 49 funds across 7 pages.

PSG VI L.P.Private Equity Fund · Last reported Mar 30, 2026$3.73BGross asset value

Form D fundraising filings

PSG VI L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GEORGETOWN, GRAND CAYMAN, Cayman Islands
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer ALPINE CAPITAL ADVISORS SPA SANTIAGO, Chile Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer HOLLISTER ASSOCIATES, LLC MOUNT PLEASANT, South Carolina, United States Related to adviser: No
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer KYOBO SECURITIES CO. LTD. SEOUL, Korea, South Related to adviser: No
Marketer PINEGROVE CAPITAL LTD. HERZLIYA, Israel Related to adviser: No
Marketer UHLMANN PRICE SECURITIES, LLC SKOKIE, Illinois, United States Related to adviser: No
Marketer Z SQUARE PARTNERS CONSULTING CO., LTD. BEJING, China Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

UHLMANN PRICE SECURITIES, LLC
CRD 42854 · SEC 8-50041

Fund details & source
Fund ID
805-6205003899
Reported beneficial owners
146
Minimum commitment
$15M
Form D file number
021-489398

Form ADV 2075693 · Mar 30, 2026 · 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.

PSG VI (LUX) S.C.SP.Private Equity Fund · Last reported Mar 30, 2026$3.69BGross asset value

Form D fundraising filings

PSG VI (Lux) S.C.Sp.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GEORGETOWN, GRAND CAYMAN, Cayman Islands
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer ALPINE CAPITAL ADVISORS SPA SANTIAGO, Chile Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer HOLLISTER ASSOCIATES, LLC MOUNT PLEASANT, South Carolina, United States Related to adviser: No
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer KYOBO SECURITIES CO. LTD. SEOUL, Korea, South Related to adviser: No
Marketer PINEGROVE CAPITAL LTD. HERZLIYA, Israel Related to adviser: No
Marketer UHLMANN PRICE SECURITIES, LLC SKOKIE, Illinois, United States Related to adviser: No
Marketer Z SQUARE PARTNERS CONSULTING CO., LTD. BEJING, China Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

UHLMANN PRICE SECURITIES, LLC
CRD 42854 · SEC 8-50041

Fund details & source
Fund ID
805-9431061857
Reported beneficial owners
138
Minimum commitment
$15M
Form D file number
021-489401

Form ADV 2075693 · Mar 30, 2026 · 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.

PSG EUROPE II L.P.Private Equity Fund · Last reported Mar 30, 2026$3.25BGross asset value

Form D fundraising filings

PSG Europe II L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source
Fund ID
805-7251196071
Reported beneficial owners
104
Minimum commitment
$5.88M
Form D file number
021-435229

Form ADV 2075693 · Mar 30, 2026 · 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.

PSG V L.P.Private Equity Fund · Last reported Mar 30, 2026$3.05BGross asset value

Form D fundraising filings

PSG V L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-9826279429
Reported beneficial owners
170
Minimum commitment
$5M
Form D file number
021-399239

Form ADV 2075693 · Mar 30, 2026 · 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.

PSG V-A L.P.Private Equity Fund · Last reported Mar 30, 2026$3.03BGross asset value

Form D fundraising filings

PSG V-A L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-5262631465
Reported beneficial owners
71
Minimum commitment
$5M
Form D file number
021-399240

Form ADV 2075693 · Mar 30, 2026 · 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.

PSG SEQUEL-A L.P.Private Equity Fund · Last reported Mar 30, 2026$2BGross asset value

Form D fundraising filings

PSG Sequel-A L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GEORGETOWN, GRAND CAYMAN, Cayman Islands
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source
Fund ID
805-8269477632
Reported beneficial owners
20
Minimum commitment
$0
Form D file number
021-536713

Form ADV 2075693 · Mar 30, 2026 · 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.

PROVIDENCE STRATEGIC GROWTH IV L.P.Private Equity Fund · Last reported Mar 30, 2026$1.65BGross asset value

Form D fundraising filings

Providence Strategic Growth IV L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

ERNST & YOUNG LTD.
PCAOB 1655

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-6026928412
Reported beneficial owners
86
Minimum commitment
$5M
Form D file number
021-338024

Form ADV 2075693 · Mar 30, 2026 · 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: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

401 PARK DRIVE, SUITE 204
BOSTON, MA, 02215, United States

CRD 295103

Filing source

Form ADV 2075693 · Mar 30, 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.