THE PORTFOLIO STRATEGY GROUP, INC.

THE PORTFOLIO STRATEGY GROUP, INC. of WHITE PLAINS, NY is an SEC-registered investment adviser (CRD 114753). Regulatory assets under management: $1.0B.

Registration

CRD: 114753
SEC file number: 801-37533
Type: Registered investment adviser
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	PRESIDENT AND MANAGING DIRECTOR; PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	—
SCHARF EDWARD LAWRENCE	SENIOR INVESTMENT OFFICER	—
SCHARF EDWARD LAURENCE	MANAGING DIRECTOR	—
YORKES PETER SCOTT	MANAGING DIRECTOR	—
BARTIMER LAWRENCE DAVID	MANAGING DIRECTOR	—
ZOTTNER THOMAS MICHAEL	MANAGING DIRECTOR	—

Private funds (2)

Fund	Type	Formed	Owners	Gross asset value	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

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