Private fund adviser · Boston, MA
PSG Equity L.L.C.
SEC-registered investment adviser · CRD 295103 · SEC 801-119814
At a glance
PSG Equity L.L.C. is an SEC-registered investment adviser based in Boston, Massachusetts, with $30.2 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 257th of 4,686 private fund advisers and 650th of 17,210 SEC-registered advisers by assets.
Main office 617-544-8800psgequity.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $30B
- Rank among private fund advisers
- #257 of 4,686
- Rank among all SEC RIAs
- #650 of 17,210
- Rank in Massachusetts
- #50 of 627
- Clients
- 56
- Accounts
- 56
- Discretionary
- 100% of AUM
- Employees
- 276
- Advisory staff
- 154
- Offices
- 5
Owners and executives on its Form ADV
- Peter O. WildeChairman of PSG Equity L.L.C.
- Mark E. HastingsPresident and Chief Executive Officer of PSG Equity L.L.C.
- Aaron W. FineGeneral Counsel & Chief Compliance Officer of PSG Equity L.L.C.
- Robert G. DalyManaging Director and Chief Financial Officer, Secretary and Treasurer of PSG Equity L.L.C.
Custody and brokerage
Custodian
PSG Equity L.L.C.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Z Square Partners Consulting Co., LTD..
- Z Square Partners Consulting Co., LTD.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 56 | $30B | 100% |
Private funds
PSG Equity L.L.C. reports 56 private funds with $30B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
PSG Equity L.L.C. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗psgequity.com ↗
AtlasMembers
The full record on PSG Equity L.L.C.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 521 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does PSG Equity L.L.C. manage?
PSG Equity L.L.C. reports $30.2 billion in regulatory assets under management across 56 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is PSG Equity L.L.C.?
PSG Equity L.L.C. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are PSG Equity L.L.C.’s clients?
By assets, its largest client types are pooled investment vehicles ($30.2 billion, 56 clients).
Does PSG Equity L.L.C. manage private funds?
Yes. It reports 56 private funds with $30.2 billion in gross assets, including private equity funds.
Does PSG Equity L.L.C. have any disciplinary history?
PSG Equity L.L.C. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is PSG Equity L.L.C.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →