THE PORTFOLIO STRATEGY GROUP, INC.
CRD #114753 SEC #801-37533 WHITE PLAINS, NY 914-328-6660
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$1B
Employees
6
Clients
101
Accounts
1,593
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT AND MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | B | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | B | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | B | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | A | Control |
| SCHARF, EDWARD, LAWRENCE | I | SENIOR INVESTMENT OFFICER | A | Control |
Registrations
Federal
IA
Jul 30, 2012 REGISTERED
Notice Filings (5)
CA FL MA NJ NY
Address
81 MAIN STREETSUITE 122
WHITE PLAINS, NY 10601
United States
Phone: 914-328-6660