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RIA / WealthPrivate fundreal estate fund3(c)(1)dropped

PSI BRANDON CROSSROADS, LLC

advised by PORTFOLIO STRATEGIES INC NY

New York, United States

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Search this name across graphsid dfx:ria:a027d806-3c2a-66a3-b8ac-e94b78077ff1

Data as of Mar 27, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 18, 2015 to Mar 27, 2017
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

PSI Brandon Crossroads, LLC

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: PORTFOLIO STRATEGIES INC NYCRD 106942
Fund type: Real Estate Fund
Latest reported GAV: $16.9Mgross asset value on Schedule D 7.B(1), as of 2017-03-27; never fund size
Peak reported GAV: $16.9M
Beneficial owners: 83
Minimum investment: $50,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Organised in: New York, United States
First reported: Mar 18, 2015
Last reported: Mar 27, 2017fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-4485324386

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 27, 2017	$16.9M	83	$50,000	100.0%	yes	PSI BRANDON CROSSROADS, LLC
Mar 30, 2016	$16.9M	83	$50,000	100.0%	yes	PSI BRANDON CROSSROADS, LLC
Mar 18, 2015	$11.3M	76	$50,000	100.0%	yes	PSI BRANDON CROSSROADS, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
THE KINGDOM TRUST COMPANY	THE KINGDOM TRUST COMPANY	Murray	Kentucky	United States	no	n/a

Relationships

Advises (1)

← PORTFOLIO STRATEGIES INC NYRegistered adviserReal Estate Fund, IA, no longer reported
Mar 18, 2015 to Mar 27, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a027d806-3c2a-66a3-b8ac-e94b78077ff1
First observed: Mar 18, 2015
Last observed: Mar 27, 2017 115 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PSI BRANDON CROSSROADS, LLC

advised by PORTFOLIO STRATEGIES INC NY

New York, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a027d806-3c2a-66a3-b8ac-e94b78077ff1

Data as of Mar 27, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 27, 2017

$16.9M

$50,000

100.0%

yes

PSI BRANDON CROSSROADS, LLC

Mar 30, 2016

$16.9M

$50,000

100.0%

yes

PSI BRANDON CROSSROADS, LLC

Mar 18, 2015

$11.3M

$50,000

100.0%

yes

PSI BRANDON CROSSROADS, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

THE KINGDOM TRUST COMPANY

Murray

Kentucky

United States

n/a