PSG Equity L.L.C.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 295103
- Registered since
- November 16, 2020
- Website
- www.psgequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
PSG Equity L.L.C. is an SEC-registered limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. Founded as an adviser in 2020, the firm lists institutional clients and functions in sponsor/GP and portfolio-management roles rather than as a pure capital allocator. Its public disclosures identify CPO/CTA activity and portfolio management for pooled vehicles, and it charges both a percentage-of-AUM fee and performance-based fees. The firm also reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mark Hastings
CEOCRD 4510935
Contacts
3 of 3
Aaron Fine
General Counsel & CCOCRD 7276203
Robert Daly
Managing Director and TreasurerCRD 8203095
Peter Wilde
ChairmanCRD 6776950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 401 Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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