THE PORTFOLIO STRATEGY GROUP, LLC of WHITE PLAINS, NY is an SEC-registered investment adviser (CRD 166593). Regulatory assets under management: $2.6B.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Richard Alan Yoken | MANAGING DIRECTOR | — |
| Edward Laurence Scharf | MANAGING DIRECTOR | — |
| Lawrence David Bartimer | MANAGING DIRECTOR | — |
| Peter Scott Yorkes | MANAGING DIRECTOR | — |
| Thomas Michael Zottner | MANAGING DIRECTOR | — |
| Laurie Ghali | CHIEF COMPLIANCE OFFICER | — |
| Jacques Elie Boubli | MANAGING DIRECTOR | — |
| YOKEN MICHAEL ALAN | MANAGING DIRECTOR; MANAGING MEMBER & MANAGING DIRECTOR; PRESIDENT & MANAGING DIRECTOR | — |
| SCHARF EDWARD LAURENCE | MANAGING DIRECTOR | — |
| YORKES PETER SCOTT | MANAGING DIRECTOR; MANAGING DIRECTOR & CCO | — |
| BARTIMER LAWRENCE DAVID | MANAGING DIRECTOR | — |
| ZOTTNER THOMAS MICHAEL | MANAGING DIRECTOR | — |
| LEARY ATIYA SHAWNTA | CCO | — |
| LEARY ATIYA | CCO; CHIEF COMPLIANCE OFFICER | — |
| BOUBLI JACQUES ELIE | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| GHALI LAURIE | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| THE PSG FUND, LLC | Hedge Fund | Delaware | 70 | $47.9M | $500K |