PSC Manager LLC

RIASEC Registered
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 an SEC-registered LLC that operates as a real estate fund manager and advisor to pooled investment vehicles. The firm, registered in 2021, serves an institutional client base and structures its advisory relationship around pooled vehicles where it may act as sponsor, general partner, and managing member. Its compensation framework combines a percentage of assets under management with performance-based fees. PSC Manager is not positioned as an ESG investor and is not registered as a multi-state advisor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Elaine Johnson

    Elaine Johnson

    CEOCRD 7366588

  • Joseph Stewart

    Chief Accounting OfficerCRD 7973917

Contacts

3 of 4
  • Bridghet Donato

    CCOCRD 4470255

  • James Bruin

    James Bruin

    PresidentCRD 7366587

  • David Henry

    Co-FounderCRD 4359561

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth