{"url":"https://nivawealth.com/firms/psg-equity-295103","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/295103","regulatoryAum":30177186496,"crd":"295103","secFileNumber":"801-119814","legalName":"PSG Equity L.L.C.","displayName":"PSG Equity","website":"https://www.psgequity.com","linkedinUrl":"https://www.linkedin.com/company/psgequity/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"401 Park Drive, Suite 204","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02215"},"tradeNames":["Providence Strategic Growth"],"registration":{"secApproved":"16 November 2020","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":276,"advisory":154,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":30177186496,"discretionaryAccounts":56,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":32,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":56,"regulatoryAum":30177186496}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"PSG Equity has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mark Hastings","title":"President and Chief Executive Officer of PSG Equity L.L.C.","crd":"4510935"},{"name":"Robert Daly","title":"Managing Director and Chief Financial Officer, Secretary and Treasurer of PSG Equity L.L.C.","crd":"8203095"},{"name":"Aaron Fine","title":"General Counsel & Chief Compliance Officer of PSG Equity L.L.C.","crd":"7276203"},{"name":"Peter Wilde","title":"Chairman of PSG Equity L.L.C.","crd":"6776950"}],"ownership":[{"label":"PSG Intermediate Holdings L.L.C.","detail":"Sole member of psg equity l.l.c. in the 75% or more ownership band and a control person, since January 2024."},{"label":"Mark Hastings","detail":"Indirect owner: a sole member of Meh PSG L.L.C. in the 75% or more band and a control person, since August 2014.","parent":"Meh PSG L.L.C."},{"label":"Peter Wilde","detail":"Indirect owner: a sole member of Pow PSG L.L.C. in the 75% or more band and a control person, since December 2020.","parent":"Pow PSG L.L.C."},{"label":"PSG Ultimate Holdings L.L.C.","detail":"Indirect owner: a sole member of PSG Intermediate Holdings L.L.C. in the 75% or more band and a control person, since January 2024.","parent":"PSG Intermediate Holdings L.L.C."},{"label":"Meh PSG L.L.C.","detail":"Indirect owner: a managing member of PSG Ultimate Holdings L.L.C. in the 50% to 75% band and a control person, since January 2024.","parent":"PSG Ultimate Holdings L.L.C."},{"label":"Pow PSG L.L.C.","detail":"Indirect owner: a managing member of PSG Ultimate Holdings L.L.C. in the 50% to 75% band and a control person, since January 2024.","parent":"PSG Ultimate Holdings L.L.C."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"180 Lakeview Avenue","city":"West Palm Beach"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"401 Park Drive, Suite 204","city":"Boston","headquarters":true}]},{"state":"Missouri","offices":1,"addresses":[{"street":"4900 Main Street","city":"Kansas City"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-544-8800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":56},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/295103/PDF/295103.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does PSG Equity have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PSG Equity offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does PSG Equity have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns PSG Equity?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PSG Equity get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/psg-equity-295103/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-30","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1865991/000114036126030166/0001140361-26-030166-index.html","totalValue":859773031,"positionCount":1,"top10Share":1,"top10":[{"issuer":"EverCommerce Inc","titleOfClass":"COM","cusip":"29977X105","value":859773031,"shares":85464516,"shareType":"SH","priorValue":976859418,"priorShares":85464516}],"positionsListed":1,"positions":[{"issuer":"EverCommerce Inc","titleOfClass":"COM","cusip":"29977X105","value":859773031,"shares":85464516,"shareType":"SH","priorValue":976859418,"priorShares":85464516}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}