Psg Equity L.L.C.
Boston, MA·SEC-registered · CRD #295103
Psg Equity L.L.C. is an SEC-registered investment advisory firm in Boston, MA managing $30B across 56 client accounts, with 154 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
56
Advisory staff
154
Fee model
Fee-only
How Psg Equity L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Psg Equity L.L.C.
How much does Psg Equity L.L.C. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Psg Equity L.L.C. reports $30B in regulatory assets under management across roughly 56 client accounts.
How does Psg Equity L.L.C. charge?
Psg Equity L.L.C. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Psg Equity L.L.C. a fiduciary?
Yes. Psg Equity L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #295103), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Psg Equity L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Psg Equity L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Psg Equity L.L.C.'s public SEC Form ADV filing (CRD #295103, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Psg Equity L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Psg Equity L.L.C.? Claim this profile.