THE PORTFOLIO STRATEGY GROUP, LLC
CRD #166593 SEC #801-77583 WHITE PLAINS, NY 9142884900
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.4B
Employees
15
Clients
251
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.4B | $8M | 15 | 1 |
| Jan 2025 | $2.2B | $2.2B | $1.4M | 14 | 0 |
| Dec 2024 | $2.2B | $2.2B | $1.4M | 14 | 0 |
| Mar 2024 | $2.2B | $2.2B | $1.4M | 14 | 0 |
| Feb 2024 | $2B | $2B | $1.2M | 11 | 0 |
| Nov 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Oct 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Sep 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Sep 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Jun 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Apr 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Mar 2023 | $2B | $2B | $1.2M | 11 | 0 |
| Sep 2022 | $1.9B | $1.9B | $1.1M | 12 | 0 |
| Jul 2022 | $2.3B | $2.3B | $1.2M | 11 | 0 |
| Jun 2022 | $2.3B | $2.3B | $1.2M | 11 | 0 |
| Mar 2022 | $2.3B | $2.3B | $1.2M | 11 | 0 |
| Apr 2021 | $2B | $2B | $10M | 11 | 0 |
| Mar 2021 | $2B | $2B | $0 | 11 | 0 |
| Jun 2020 | $1.8B | $1.8B | $0 | 11 | 0 |
| Apr 2020 | $1.8B | $1.8B | $0 | 11 | 0 |
| Mar 2019 | $1.6B | $1.6B | $0 | 11 | 0 |
| Aug 2018 | $1.6B | $1.6B | $0 | 10 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 10 | 0 |
| Sep 2017 | $1.5B | $1.5B | $0 | 10 | 300 |
| Aug 2017 | $1.5B | $1.5B | $0 | 10 | 300 |
| Mar 2017 | $1.4B | $1.4B | $0 | 10 | 300 |
| Sep 2016 | $1.3B | $1.3B | $0 | 7 | 300 |
| May 2016 | $1.4B | $1.4B | $0 | 7 | 300 |
| Mar 2016 | $1.4B | $1.4B | $0 | 7 | 300 |
| Mar 2015 | $1.3B | $1.3B | $0 | 7 | 300 |
| Mar 2014 | $1.2B | $1.2B | $0 | 6 | 300 |
| Mar 2014 | $1.2B | $1.2B | $0 | 6 | 300 |
| Feb 2014 | $1.2B | $1.2B | $0 | 6 | 300 |
| Feb 2014 | $1.2B | $1.2B | $0 | 6 | 300 |
| Feb 2013 | $1B | $1B | $0 | 5 | 220 |
| Jan 2013 | $1B | $1B | $0 | 5 | 220 |
| Jan 2013 | $1B | $1B | $0 | 5 | 220 |
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$8M
Employees15
Clients1
DateJan 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$1.4M
Employees14
Clients0
DateDec 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$1.4M
Employees14
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$1.4M
Employees14
Clients0
DateFeb 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateNov 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateOct 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateSep 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateSep 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateJun 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateApr 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees11
Clients0
DateSep 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.1M
Employees12
Clients0
DateJul 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.2M
Employees11
Clients0
DateJun 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.2M
Employees11
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.2M
Employees11
Clients0
DateApr 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$10M
Employees11
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients0
DateAug 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients300
DateAug 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients300
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients300
DateSep 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients300
DateMay 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients300
DateFeb 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients300
DateFeb 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients300
DateFeb 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients220
DateJan 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients220
DateJan 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients220