PPSGRP LLC
PPSGRP LLC of WHITE PLAINS, NY is an SEC-registered investment adviser (CRD 340003). Regulatory assets under management: $157.0M.
Registration
- CRD: 340003
- SEC file number: 801-135208
- Type: Registered investment adviser
- Location: 777 WESTCHESTER AVE., SUITE 101, WHITE PLAINS, NY, 10604
- Phone: (914) 831-3050
- Latest filing: 2026-06-26
- Regulatory AUM: $157.0M
- Discretionary AUM: $22.0M
- Non-discretionary AUM: $135.1M
- Clients: 5
- Accounts: 426
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Julia Anne Teresa Peloso-Barnes | MANAGING MEMBER | — |
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