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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THE PORTFOLIO STRATEGY GROUP, LLC

CRD 166593

WHITE PLAINS, NY

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:b9ed59fd-63ce-9668-c69e-b11c56a9ea11

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 2
On other graphs: 0
Observed: Jan 17, 2013 to Mar 26, 2026
38 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.02 institutional_share=0.03 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.6B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $2.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 478
Individual clients: 46
High net worth clients: 359
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $415M
SEC number: 801-77583
CRD: 166593
Filings on the tape: 38
First filed: Jan 17, 2013
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: psgwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JACQUES ELIE BOUBLI	Certified Financial Planner	WHITE PLAINS, NY	3	18	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
THE PSG FUND, LLC	Hedge Fund	$47.9M	Mar 26, 2026	79	Jan 17, 2013	reported	021-62434

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARTIMER, LAWRENCE, DAVID	MANAGING DIRECTOR	Na	yes	12/2012	Mar 26, 2026	Mar 26, 2026
BOUBLI, JACQUES, ELIE	MANAGING DIRECTOR	Na	yes	01/2023	Mar 26, 2026	Mar 26, 2026
FOCUS OPERATING, LLC	Member	E	yes	12/2012	Mar 26, 2026	Mar 26, 2026
SCHARF, EDWARD, LAURENCE	MANAGING DIRECTOR	Na	yes	12/2012	Mar 26, 2026	Mar 26, 2026
YOKEN, RICHARD, ALAN	MANAGING DIRECTOR	Na	yes	12/2012	Mar 26, 2026	Mar 26, 2026
YORKES, PETER, SCOTT	MANAGING DIRECTOR	Na	yes	12/2012	Mar 26, 2026	Mar 26, 2026
ZOTTNER, THOMAS, MICHAEL	MANAGING DIRECTOR	Na	yes	12/2012	Mar 26, 2026	Mar 26, 2026
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 20, 2023	Dec 23, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 20, 2023	Dec 23, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 20, 2023	Dec 23, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 20, 2023	Dec 23, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 20, 2023	Dec 23, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 20, 2023	Dec 23, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 20, 2023	Dec 23, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 20, 2023	Dec 23, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 30, 2018	Dec 23, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Jan 17, 2013	Dec 23, 2024
GHALI, LAURIE	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Mar 26, 2026	Mar 26, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCS CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$49B	N	yes	n/a
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$2.6B	$2.6B	15	9	0	1	n/a
2024	Mar 20, 2025	$2.4B	$2.4B	15	9	0	1	n/a
2023	Mar 28, 2024	$2.2B	$2.2B	14	7	0	1	$48.3M
2022	Mar 31, 2023	$2.0B	$2.0B	11	8	0	1	$47.6M
2021	Mar 29, 2022	$2.3B	$2.3B	11	7	0	1	$56.3M
2020	Mar 24, 2021	$2.0B	$2.0B	11	7	0	1	$60.8M
2019	Mar 31, 2020	$1.8B	$1.8B	11	7	0	1	$55.0M
2018	Mar 30, 2019	$1.6B	$1.6B	11	6	0	1	$53.7M
2017	Mar 30, 2018	$1.6B	$1.6B	10	6	0	1	$60.2M
2016	Mar 29, 2017	$1.4B	$1.4B	10	6	n/a	1	$59.6M
2015	Mar 15, 2016	$1.4B	$1.4B	7	6	n/a	1	$65.4M
2014	Mar 13, 2015	$1.3B	$1.3B	7	6	n/a	1	$73.0M
2013	Feb 6, 2014	$1.2B	$1.2B	6	5	n/a	1	$69.0M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.6B	$2.4B	9.9%	$2.0B	9.5%	15	15	0	0

Relationships

Affiliated with (4)

← SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← CAPGROUP ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← HUFFORD ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ THE PSG FUND, LLCPrivate fundHedge Fund, IA
Jan 17, 2013 to presentfactForm ADV

Registered with (1)

← JACQUES ELIE BOUBLIAdvisorregistration: current employment
Nov 8, 2022 to presentfactForm ADV

Controls (14)

← BARTIMER, LAWRENCE, DAVIDOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 17, 2013 to Dec 23, 2024factForm ADV
← YORKES, PETER, SCOTTOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 17, 2013 to Dec 23, 2024factForm ADV
← YOKEN, RICHARD, ALANOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 17, 2013 to Dec 23, 2024factForm ADV
← SCHARF, EDWARD, LAURENCEOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 17, 2013 to Dec 23, 2024factForm ADV
← ZOTTNER, THOMAS, MICHAELOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 17, 2013 to Dec 23, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 20, 2023 to Dec 23, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 30, 2018 to Dec 23, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Jan 17, 2013 to Dec 23, 2024factForm ADV

Owns (1)

← GHALI, LAURIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 2, 2024 to Dec 23, 2024factForm ADV

Dated events

Occurred
Jan 17, 2013
Succession filed (Item 4)
The Portfolio Strategy Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jan 17, 2013
First Form ADV filing
The Portfolio Strategy Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9ed59fd-63ce-9668-c69e-b11c56a9ea11
First observed: Jan 17, 2013
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

THE PORTFOLIO STRATEGY GROUP, LLC

CRD 166593

WHITE PLAINS, NY

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:b9ed59fd-63ce-9668-c69e-b11c56a9ea11

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JACQUES ELIE BOUBLI

Certified Financial Planner

WHITE PLAINS, NY

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE PSG FUND, LLC

Hedge Fund

$47.9M

Mar 26, 2026

Jan 17, 2013

reported

021-62434

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTIMER, LAWRENCE, DAVID

MANAGING DIRECTOR

yes

12/2012

Mar 26, 2026

BOUBLI, JACQUES, ELIE

MANAGING DIRECTOR

yes

01/2023

Mar 26, 2026

FOCUS OPERATING, LLC

Member

yes

12/2012

Mar 26, 2026

SCHARF, EDWARD, LAURENCE

MANAGING DIRECTOR

yes

12/2012

Mar 26, 2026

YOKEN, RICHARD, ALAN

MANAGING DIRECTOR

yes

12/2012

Mar 26, 2026

YORKES, PETER, SCOTT

MANAGING DIRECTOR

yes

12/2012

Mar 26, 2026

ZOTTNER, THOMAS, MICHAEL

MANAGING DIRECTOR

yes

12/2012

Mar 26, 2026

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 20, 2023

Dec 23, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 20, 2023

Dec 23, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 20, 2023

Dec 23, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 20, 2023

Dec 23, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 20, 2023

Dec 23, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 20, 2023

Dec 23, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 20, 2023

Dec 23, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 20, 2023

Dec 23, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 30, 2018

Dec 23, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Jan 17, 2013

Dec 23, 2024

GHALI, LAURIE

CHIEF COMPLIANCE OFFICER

01/2024

Mar 26, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCS CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$49B

yes

n/a

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$2.6B

n/a

2024

Mar 20, 2025

$2.4B

n/a

2023

Mar 28, 2024

$2.2B

$48.3M

2022

Mar 31, 2023

$2.0B

$47.6M

2021

Mar 29, 2022

$2.3B

$56.3M

2020

Mar 24, 2021

$2.0B

$60.8M

2019

Mar 31, 2020

$1.8B

$55.0M

2018

Mar 30, 2019

$1.6B

$53.7M

2017

Mar 30, 2018

$1.6B

$60.2M

2016

Mar 29, 2017

$1.4B

n/a

$59.6M

2015

Mar 15, 2016

$1.4B

n/a

$65.4M

2014

Mar 13, 2015

$1.3B

n/a

$73.0M

2013

Feb 6, 2014

$1.2B

n/a

$69.0M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.6B

$2.4B

9.9%

$2.0B

9.5%