DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
P••• S••••• C•••••• A•••••••• L•••••
Latest filing Jul 13, 2026
First filing on the tape Dec 1, 2011 · 39 filings
SEC status approved since Sep 21, 2001
RAUM
$506M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$506M as of Jul 13, 2026
Mar 27, 2012$2.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Mar 27, 20120 then
Employees (5.A)6 as of Jul 13, 2026
Mar 15, 201321 then
Private funds7 as of Jul 13, 2026
Mar 27, 201216 then
RAUM -27% over the last fiscal year-22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 13, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $72.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -19%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$506M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••• S••••• C•••••• P•••••• E••••• F••• X•• L••• | Other Private Fund | $301M | 146 | Mar 16, 2015 |
| P••• S••••• C•••••• P•••••• E••••• F••• X• L••• | Other Private Fund | $135M | 117 | Mar 27, 2012 |
| P••• S••••• C•••••• N•••••• R••••••• F••• V• L••• | Other Private Fund | $120M | 158 | Mar 27, 2012 |
| P••• S••••• C•••••• P•••••• E••••• F••• I•• L••• | Other Private Fund | $83.3M | 173 | Mar 27, 2012 |
| P••• S••••• C•••••• N•••••• R••••••• F••• V•• L••• | Other Private Fund | $65.3M | 56 | Mar 23, 2016 |
| P••• S••••• C•••••• P•••••• E••••• F••• V•••• L••• | Other Private Fund | $53.8M | 162 | Mar 27, 2012 |
| T••••• A•••••• P•••••• E••••• F••• I••• L•••no longer reported | Other Private Fund | $19.3M | 260 | Mar 27, 2012 |
| P••• S••••• C•••••• N•••••• R••••••• F••• I••• L••• | Other Private Fund | $12.5M | 140 | Mar 27, 2012 |
| P••• S••••• C•••••• P•••••• E••••• F••• V••• L••• | Other Private Fund | $10.6M | 146 | Mar 27, 2012 |
| T••••• A•••••• P•••••• E••••• F••• I•• L•••no longer reported | Other Private Fund | $10.3M | 127 | Mar 27, 2012 |
| P••• S••••• C•••••• N•••••• R••••••• F••• I•• L••• | Other Private Fund | $9.7M | 135 | Mar 27, 2012 |
| P••• S••••• C•••••• N•••••• R••••••• F••• I•• L••• | Other Private Fund | $8.2M | 103 | Mar 27, 2012 |
| T••••• A•••••• P•••••• E••••• F••• I•• L•••no longer reported | Other Private Fund | $7.2M | 87 | Mar 27, 2012 |
| P••• S••••• C•••••• P•••••• E••••• F••• V•• L•••no longer reported | Other Private Fund | $4.2M | 117 | Mar 27, 2012 |
| T••••• A•••••• P•••••• E••••• F•••• L•••no longer reported | Other Private Fund | $3.9M | 139 | Mar 27, 2012 |
| T••••• A•••••• P•••••• E••••• T••••••••• F•••• L•••no longer reported | Other Private Fund | $2.5M | 73 | Mar 27, 2012 |
| P••• S••••• C•••••• P•••••• E••••• F••• V• L•••no longer reported | Other Private Fund | $0 | 0 | Mar 27, 2012 |
| P••• S••••• C•••••• N•••••• R••••••• F•••• L•••no longer reported | Other Private Fund | $0 | 0 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• D•••• B•••••• · Member And Managing Directorcontrolsince 01/2014 · owns 25% to 50%
- D•••••• K•••••••• N•• · Membercontrolsince 01/2014 · owns 25% to 50%
- F•••••••• J•••• V•••••• · Managing Director Of Psc Management, L.L.C.controlsince 01/2014 · owns less than 5%
- F••••• H••••••• L••• · Cco, Cfo, Coo And Treasurer (P••• S••••• C•••••• A•••••••• L••••• And Psc Management, L.L.C.)controlsince 12/2002 · owns less than 5%
- S••••• K••••••• G••••• · Managing Director Of Psc Management, L.L.C.controlsince 01/2014 · owns less than 5%
- B•••••• D•••• B•••••• · Membercontrolsince 01/2014 · owns 25% to 50% of P•• M••••••••• G•• L•••••
- B•••••• D•••• B•••••• · Limited Partnercontrolsince 01/2014 · owns 25% to 50% of P•• M••••••••• L•••
- D•••••• K•••••••• N•• · Membercontrolsince 01/2014 · owns 25% to 50% of P•• M••••••••• G•• L•••••
- D•••••• K•••••••• N•• · Limited Partnercontrolsince 01/2014 · owns 25% to 50% of P•• M••••••••• L•••
- S••••••• J•••••• L••••• · Trusteecontrolsince 10/2017 · owns F of R••••• G• S•••• R•••••••• T••••
Entity owners
- P•• M••••••••• L••• · Sole Member Psc Management, L.L.C - Relying Adviserdirect · owns 75% or more
- P•• M••••••••• G•• L••••• · General Partnerindirect · owns F of P•• M••••••••• L•••
- R••••• G• S•••• R•••••••• T•••• · Limited Partnerindirect · owns 50% to 75% of P•• M••••••••• L•••
Related persons
Schedule D 7.A
- P••• S••••• C•••••• N•••••• R••••••• F••• I• G•• L•••pooled vehicle sponsorn
- P••• S••••• C•••••• N•••••• R••••••• F••• I•• G•• L•••pooled vehicle sponsorn
- P••• S••••• C•••••• N•••••• R••••••• F••• I• G•• L•••pooled vehicle sponsorn
- P••• S••••• C•••••• N•••••• R••••••• F••• V• G•• L•••pooled vehicle sponsorn
- P••• S••••• C•••••• N•••••• R••••••• F••• V• G•• L••pooled vehicle sponsorn
- P••• S••••• C•••••• P•••••• E••••• F••• I•• L•••••pooled vehicle sponsorn
- P••• S••••• C•••••• P•••••• E••••• F••• V••• L•••••pooled vehicle sponsorn
- P••• S••••• C•••••• P•••••• E••••• F••• V•••• L•••••pooled vehicle sponsorn
- P••• S••••• C•••••• P•••••• E••••• F••• X• L•••••pooled vehicle sponsorn
- P••• S••••• C•••••• P•••••• E••••• F••• X•• L•••••pooled vehicle sponsorn
Advisers that list P••• S••••• C•••••• A•••••••• L••••• as a related person
- 321630 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $557M to $506MMay 13, 2026 to Jul 13, 2026
- Pooled vehicle RAUM · $557M to $506MMay 13, 2026 to Jul 13, 2026
- RAUM · $557M to $506MMay 13, 2026 to Jul 13, 2026
- Accounts · 10 to 7Jun 4, 2025 to Mar 30, 2026
- Pooled vehicle clients · 10 to 7Jun 4, 2025 to Mar 30, 2026
- Private funds · 10 to 7Jun 4, 2025 to Mar 30, 2026
- Discretionary RAUM · $648M to $557MJun 4, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $648M to $557MJun 4, 2025 to Mar 30, 2026
- RAUM · $648M to $557MJun 4, 2025 to Mar 30, 2026
- Financial planning clients · unset to Feb 27, 2025 to Jun 4, 2025
- Discretionary RAUM · $689M to $648MFeb 27, 2025 to Jun 4, 2025
- Pooled vehicle RAUM · $689M to $648MFeb 27, 2025 to Jun 4, 2025
- RAUM · $689M to $648MFeb 27, 2025 to Jun 4, 2025
- HQ city · unset to Nov 18, 2024 to Feb 27, 2025
- HQ state · unset to Nov 18, 2024 to Feb 27, 2025
- Discretionary RAUM · $798M to $689MNov 18, 2024 to Feb 27, 2025
- Pooled vehicle RAUM · $798M to $689MNov 18, 2024 to Feb 27, 2025
- RAUM · $798M to $689MNov 18, 2024 to Feb 27, 2025
- Discretionary RAUM · $842M to $798MOct 31, 2024 to Nov 18, 2024
- Pooled vehicle RAUM · $842M to $798MOct 31, 2024 to Nov 18, 2024
- RAUM · $842M to $798MOct 31, 2024 to Nov 18, 2024
- HQ city · BOSTON to unsetMar 19, 2024 to Oct 31, 2024
- HQ state · MA to unsetMar 19, 2024 to Oct 31, 2024
- Discretionary RAUM · $964M to $842MJun 26, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $964M to $842MJun 26, 2023 to Mar 19, 2024
- RAUM · $964M to $842MJun 26, 2023 to Mar 19, 2024
- Discretionary RAUM · $1.1B to $964MMar 29, 2023 to Jun 26, 2023
- Pooled vehicle RAUM · $1.1B to $964MMar 29, 2023 to Jun 26, 2023
- RAUM · $1.1B to $964MMar 29, 2023 to Jun 26, 2023
- Accounts · 11 to 10Apr 6, 2022 to Mar 29, 2023
- Pooled vehicle clients · 11 to 10Apr 6, 2022 to Mar 29, 2023
- Private funds · 12 to 10Apr 6, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.3B to $1.1BApr 6, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.3B to $1.1BApr 6, 2022 to Mar 29, 2023
- RAUM · $1.3B to $1.1BApr 6, 2022 to Mar 29, 2023
- Accounts · 13 to 11Apr 14, 2021 to Mar 17, 2022
- Advisory employees · 4 to 3Apr 14, 2021 to Mar 17, 2022
- Pooled vehicle clients · 13 to 11Apr 14, 2021 to Mar 17, 2022
- Employees · 8 to 6Apr 14, 2021 to Mar 17, 2022
- Private funds · 13 to 12Apr 14, 2021 to Mar 17, 2022
Signals
1 dated events
- L••••• J••••• S•••••• (Trustee) appeared on Schedule A of P••• S••••• C•••••• A•••••••• L•••••Apr 14, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- P••• S••••• C•••••• A•••••••• L••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/P•••-S•••••-CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- P•••S•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-897-9200reportedpublic record, Form ADV, Jul 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026