PSC MANAGER LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$445M
39% of AUM
Avg account
$26.4M
Accounts
43
Employees
17
Advisory reps
6

Firm details

Headquarters
YARDLEY, Pennsylvania
CRD number
311756
Registered since
May 20, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PSC Manager LLC is a limited liability company registered with the SEC in 2021 that operates as a real estate fund manager focused on institutional clients. The firm acts primarily as adviser and sponsor to pooled investment vehicles, providing portfolio management for funds where it commonly serves as general partner and managing member. Its ownership structure is listed as a mix of a domestic entity and an individual. PSC Manager charges fees based on a percentage of assets under management and can collect performance-based fees. The firm is not positioned as a capital allocator to external managers, does not identify as an active ESG investor, and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joseph Stewart

    Chief Accounting OfficerCRD 7973917

  • ELAINE JOHNSON

    CEOCRD 7366588

Contacts

3 of 4
  • Frederick Kurz

    Managing DirectorCRD 6877394

  • JAMES BRUIN

    PresidentCRD 7366587

  • BRIDGHET DONATO

    CCOCRD 4470255

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

YARDLEY, PA

BUCKS

Location

YARDLEY, PA

Headquartered in YARDLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
1000 Floral Vale Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth