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PSG EQUITY L.L.C.
CRD 295103File 801-119814
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$30.18B
Top 10% of cohort (national)
Discretionary AUM
$30.18B
Clients
56
56 accounts
Employees
276
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 16, 2020
- Principal office
- 401 PARK DRIVE, SUITE 204, BOSTON, MA, 02215
- Phone
- 617-544-8800
- Website
- HTTPS://WWW.PSGEQUITY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.18B
- Discretionary AUM
- $30.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 56
- Non-discretionary accounts
- 0
- Total accounts
- 56
- AUM per client
- $538.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 56 | $30.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 269 | 276 | increased by7 |
| Apr 1, 2026 | Clients | 46 | 56 | increased by10 |
| Apr 1, 2026 | AUM | $28,359,966,064 | $30,177,186,496 | increased by$1,817,220,432 |
| Apr 1, 2026 | Accounts | 46 | 56 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 164 | 269 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32 | 46 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,721,351,718 | $28,359,966,064 | increased by$11,638,614,346 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 32 | 46 | increased by14 |
| Apr 1, 2022 | Employees | 94 | 164 | increased by70 |
| Apr 1, 2022 | Clients | 13 | 32 | increased by19 |
| Apr 1, 2022 | AUM | $7,146,536,595 | $16,721,351,718 | increased by$9,574,815,123 |
| Apr 1, 2022 | Accounts | 13 | 32 | increased by19 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PSG EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PSG EQUITY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.