Investment adviser · CRD 166593

THE PORTFOLIO STRATEGY GROUP, LLC

Investment adviser filing (IA)

WHITE PLAINS, NY, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $2.62B
Client accounts: 478
Employees: 15
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	359	$2,027,358,547	77.4%
Corporations & businesses	41	$443,378,201	16.9%
Charities	13	$53,748,377	2.1%
Pooled investment vehicles	2	$47,859,463	1.8%
Retirement plans	19	$27,831,800	1.1%
Individuals	46	$20,807,029	0.8%

Filing source

Form ADV 2051620 · Mar 26, 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

1 Private fund

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

THE PSG FUND, LLCHedge Fund · Last reported Mar 26, 2026$47.9MGross asset value

Feeder funds

PSG OFFSHORE FUND, LTD.

Fund administrator ANCHIN BLOCK & ANCHIN LLP NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor KPMG LLP ROSELAND, New Jersey, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, 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

KPMG LLP
PCAOB 185

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-1648251177
Reported beneficial owners: 70
Minimum commitment: $500K
Form D file number: 021-500260

Form ADV 2051620 · Mar 26, 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 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

50 MAIN STREET, SUITE 1280
WHITE PLAINS, NY, 10606, United States

CRD 166593

Filing source

Form ADV 2051620 · Mar 26, 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.