Clients
PSG Equity serves 56 clients. The average client has about $539 million with the firm.
- Pooled investment vehicles56 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 56 | $30,177,186,496 | 100.0% | $538.9M |
| Total | 56 | $30,177,186,496 | 100% | $538.9M |
- Clients
- 56
- Regulatory AUM
- $30,177,186,496
- Share
- 100.0%
- Avg. per client
- $538.9M
Total
- Clients
- 56
- Regulatory AUM
- $30,177,186,496
- Share
- 100%
- Avg. per client
- $538.9M
What it does
PSG Equity provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
PSG Equity advises 56 private funds.
100.0% of assets ($30.18B across 56 accounts) are managed with discretion. 32% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
PSG Equity has custody of client assets.
- All other custodians$30.18B100%
Ownership and leadership
PSG Intermediate Holdings L.L.C. owns 75% or more of PSG Equity, and Mark Hastings is its CEO.
- Owns 75% or more of PSG Equity L.L.C.
PSG Intermediate Holdings L.L.C.
Control person · since January 2024
- Owns 75% or more of PSG Intermediate Holdings L.L.C.
PSG Ultimate Holdings L.L.C.
Control person · since January 2024
- Owns 50% to 75% of PSG Ultimate Holdings L.L.C.
Meh PSG L.L.C.
Control person · since January 2024
- Owns 75% or more of Meh PSG L.L.C.
Mark Hastings
Control person · since August 2014
- Owns 50% to 75% of PSG Ultimate Holdings L.L.C.
Pow PSG L.L.C.
Control person · since January 2024
- Owns 75% or more of Pow PSG L.L.C.
Peter Wilde
Control person · since December 2020
Leadership
- Mark HastingsPresident and Chief Executive Officer of PSG Equity L.L.C.
- Robert DalyManaging Director and Chief Financial Officer, Secretary and Treasurer of PSG Equity L.L.C.
- Aaron FineGeneral Counsel & Chief Compliance Officer of PSG Equity L.L.C.
- Peter WildeChairman of PSG Equity L.L.C.
Staff
- 276 employees
- 154 in advisory functions
Reported holdings
PSG Equity’s reported 13F holdings total $859.8M across 1 positions, and the ten largest make up 100.0% of it.
- $859.8M
- Reported 13F value
- 1
- Positions
- 100.0%
- In the 10 largest
- −12.0%
- Value vs. prior quarter
- Evercommerce Inc.100.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $859.8M is not its $30.18B in regulatory assets and does not represent any individual client's portfolio.
Fees
PSG Equity is paid through a percentage of assets under management and performance-based fees.
PSG Equity’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, PSG Equity has 4 offices, with 3 listed addresses across 3 states.
Florida · 1 listed address
- 180 Lakeview Avenue, West Palm Beach
Massachusetts · 1 listed address
- 401 Park Drive, Suite 204, BostonHQ
Missouri · 1 listed address
- 4900 Main Street, Kansas City
Other business names
PSG Equity has reported 1 other business name to the SEC.
- Providence Strategic Growth
Registration details
- Legal name
- PSG Equity L.L.C.
- Headquarters
- 401 Park Drive, Suite 204, Boston, MA 02215
- Phone
- 617-544-8800
- Website
- www.psgequity.com
- SEC file
- 801-119814
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does PSG Equity have?
PSG Equity has 56 clients and manages $30.2 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does PSG Equity offer?
PSG Equity provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does PSG Equity have?
PSG Equity has 0 investment adviser representatives registered with state securities authorities, out of 276 employees, and 154 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns PSG Equity?
PSG Equity is owned through a chain of holding companies by Mark Hastings and Peter Wilde. Its direct owner is PSG Intermediate Holdings L.L.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does PSG Equity get paid?
PSG Equity is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file