SourcingSourcing

PSG EQUITY L.L.C.

C26
CRD 295103·SEC 801-119814·BOSTON, MA
AUM
$30.18B
$1B+
Est. Revenue
$301.8M
@ 1% on AUM
Est. EBITDA
$90.5M
@ 30% margin
Est. Deal Value
$724.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PSG EQUITY L.L.C.
CRD
295103
SEC file #
801-119814
EIN
000000000
DBA names
—

Economics

AUM
$30.18B
AUM band
$1B+
AUM trajectory
'21'26
$5.67B → $30.18B▲ +433%
Client mix
Pooled Investment Vehicles56

Operations

Employees (total)
276
Advisory staff (per ADV)
154
Advisory staff (5-yr trend)
'21'26
58 advisors → 154 advisors▲ +166%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
psgequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PSG INTERMEDIATE HOLDINGS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
PSG INTERMEDIATE HOLDINGS
DALY, ROBERT, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PSGEQUITY.COM
Rdap Domain Creation Date
2019-03-21T00:44:07Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
417
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001977929
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-08-11
Edgar Last Filing Date
2023-08-11
Edgar Form D Count
1
Edgar Form D Offerings
2023-08-112023-08-11 · 0001977929-23-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2551
Soi Zip Pct 200k Plus
0.0882
Soi Zip Returns 200k Plus
560
Soi Zip Total AGI
700,268
Fdic Zip Total Deposits
20,524,166,000
Fdic Zip Branch Count
261
Fdic Zip Top Banks
Bank of America, National Association
Citizens Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional2
Full
Wells Fargo40
E*trade4
Jpmorgan2
Folio Institutional2
Fidelity1
Edgar Addresses
Mailing
LANDMARK CENTER, 401 PARK DRIVE, STE 204BOSTON, MA 02215
Business
LANDMARK CENTER, 401 PARK DRIVE, STE 204BOSTON, MA 02215
Edgar EIN
000000000
Edgar Recent Filings
D2023-08-11 · 0001977929-23-000002
Fdic Zip Branches Raw
Citizens Bank of MassachusettsBoston, MA
Citizens Bank of MassachusettsBoston, MA
Fdic Zip HHI
2134.84
Fdic Zip Top Bank Share Pct
43.05
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-21T00:44:07Z
Rdap Domain Last Changed
2026-02-17T12:39:19Z
Rdap Nameservers
Josephine.ns.cloudflare.comLou.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,638
Returns1,490
Stub 2
AGI48,163
Returns1,280
Stub 3
AGI71,144
Returns1,150
Soi Zip Total Business Income
22,046
Soi Zip Total Cap Gains
34,443
Soi Zip Total Dividends
17,136
Soi Zip Total Returns
6,350
Trust Company Affiliate
Yes

People (4)

4
DALY, ROBERT, GERARD
Executive Officer · 2.5%
8203095
FINE, AARON, WILLIAM
Executive Officer · 2.5%
7276203
HASTINGS, MARK, EDWARD
Executive Officer · 2.5%
4510935
WILDE, PETER, OSGOOD
Executive Officer · 2.5%
6776950