# THE PORTFOLIO STRATEGY GROUP, INC.

THE PORTFOLIO STRATEGY GROUP, INC. of WHITE PLAINS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 114753
- Type: SEC-registered investment adviser
- SEC file number: 801-37533
- Location: 81 MAIN STREET, SUITE 122, WHITE PLAINS, NY, 10601
- Phone: 914-328-6660
- Latest filing: 2012-07-30
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 6
- Accounts: 1,593

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [YOKEN MICHAEL ALAN](https://search.stillhousedata.com/person/772491) | PRESIDENT AND MANAGING DIRECTOR; PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| [SCHARF EDWARD LAWRENCE](https://search.stillhousedata.com/person/789127) | SENIOR INVESTMENT OFFICER | — |
| [SCHARF EDWARD LAURENCE](https://search.stillhousedata.com/person/795788) | MANAGING DIRECTOR | — |
| [YORKES PETER SCOTT](https://search.stillhousedata.com/person/795789) | MANAGING DIRECTOR | — |
| [BARTIMER LAWRENCE DAVID](https://search.stillhousedata.com/person/795790) | MANAGING DIRECTOR | — |
| [ZOTTNER THOMAS MICHAEL](https://search.stillhousedata.com/person/820738) | MANAGING DIRECTOR | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PSG FUND LLC | Hedge Fund | — | 1 | $61.0M | $500K |
| PSG OPPORTUNITY FUND | Hedge Fund | — | 1 | $5.5M | $250K |


## Fund service providers (2)

- administrator: ANCHIN BLOCK — 2 funds
- administrator: ANCHIN LLP — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114753/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114753/similar
- Related entities: https://search.stillhousedata.com/firm/114753/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114753

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.