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PSG EQUITY L.L.C.

BOSTON, MA · CRD 295103 · IAPD ↗ · psgequity.com · 617-544-8800

$30.18BRegulatory AUM
154Advisory reps
276Employees
0Clients
n/aPlanning clients
56Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — PSG EQUITY L.L.C. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — PSG EQUITY L.L.C. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — PSG EQUITY L.L.C. grew from 149 to 154 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — PSG EQUITY L.L.C. shrank from 159 to 149 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — PSG EQUITY L.L.C. grew from 140 to 159 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.