PSG EQUITY L.L.C.

401 Park Drive
Suite 204
Boston, Massachusetts 02215
Tel: 617-544-8800

About PSG EQUITY L.L.C.

PSG EQUITY LLC, formally registered with the SEC as PSG EQUITY LLC. The firm was established in 11/16/2020. They have over 4 offices throughout the country.

PSG EQUITY L.L.C. is a Boston, Massachusetts based Financial Planning firm with nearly $26,646,386,717 assets under management, offering retirement planning & investment advisory services to 42 clients. The firm is staffed with 269 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	295103
SEC#	801-119814
Assets Managed by Firm	$26,646,386,717
No. of Clients	42
No. of Advisors	269

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	42	$26,646,386,717

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