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advised by THE PORTFOLIO STRATEGY GROUP, INC.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 30, 2012 | $5.5M | 1 | $250,000 | 10000.0% | yes | PSG OPPORTUNITY FUND |
| Apr 24, 2012 | $5.5M | 1 | $250,000 | 10000.0% | yes | PSG OPPORTUNITY FUND |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | yes | 8-16514 |