{
  "crd_number": 295103,
  "slug": "psg-equity-l-l-c-boston-ma-295103",
  "primary_business_name": "PSG EQUITY L.L.C.",
  "legal_name": "PSG EQUITY L.L.C.",
  "dbas": [
    "PROVIDENCE STRATEGIC GROWTH"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 30177186496.0,
  "raum_discretionary": 30177186496.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 276,
  "advisory_employees": 154,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 30177186496.0,
      "count": 56
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "MO"
  ],
  "websites": [
    "https://facebook.com/PSGEQUITY",
    "https://linkedin.com/COMPANY/PSGEQUITY",
    "https://psgequity.com",
    "https://x.com/PSG_EQUITY"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295103",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/psg-equity-l-l-c-boston-ma-295103",
  "display_name": "PSG Equity L.L.C.",
  "summary": "PSG Equity L.L.C. is an SEC-registered investment advisory firm in Boston, MA, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. PSG Equity L.L.C. (CRD 295103): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is PSG Equity L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), PSG Equity L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is PSG Equity L.L.C. located?",
      "a": "PSG Equity L.L.C.'s principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is PSG Equity L.L.C. registered with the SEC or a state?",
      "a": "PSG Equity L.L.C. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 295103."
    },
    {
      "q": "How much does PSG Equity L.L.C. manage?",
      "a": "PSG Equity L.L.C. reports $30,177,186,496 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have PSG Equity L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for PSG Equity L.L.C.: Regulatory assets under management: $7,146,536,595 in the October 2021 data and $30,177,186,496 in the October 2026 data, up 322%. Total employees: 94 in October 2021 and 276 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does PSG Equity L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (56)."
    },
    {
      "q": "Does PSG Equity L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/295103"
    },
    {
      "q": "What changed in PSG Equity L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 149 to 154. Added an office in West Palm Beach, FL. Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7146536595.0,
      "total_employees": 94,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 16721351718.0,
      "total_employees": 164,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 22121500913.0,
      "total_employees": 228,
      "filing_date": "2023-06-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 26646386717.0,
      "total_employees": 269,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 28359966064.0,
      "total_employees": 269,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 30177186496.0,
      "total_employees": 276,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 149 to 154.",
        "Added an office in West Palm Beach, FL.",
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/psg-equity-l-l-c-boston-ma-295103.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 30177186496.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295103",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}