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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: White Plains, NY HQ: White Plains, NY

The Portfolio Strategy Group

$2.6B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($237.5M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Direct Lending, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
17
5 Open Source Trails Below
Sum of Disclosed Rows
$237.5M
Total AUM: $2.6B
Median Disclosed Amount
$15.0M
Range: $5.0M – $22.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — The Portfolio Strategy Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Blackstone Real Estate Partners Asia IIAdviser 7.B Vehicle Real Estate 2025
$22.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Gryphon Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$20.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Upfront V LPAdviser 7.B Vehicle Venture Capital 2025
$19.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Silver Rock Financial, LPAdviser 7.B Vehicle Direct Lending 2025
$18.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crestline Opp IV Opportunistic Credit IVAdviser 7.B Vehicle Private Credit 2024
$16.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — The Portfolio Strategy Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

The Portfolio Strategy Group (White Plains, NY) committed $20.8M to Gryphon Partners VI, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($60.1M allocation gap toward a 23.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-20

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Portfolio Strategy Group

503 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Portfolio Strategy Group (17 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 5 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sweetwater Private Equity III L.P. (2025 Vintage)
The Portfolio Strategy Group: $11.2M · SEC Form ADV 7.B
New Mexico State Investment Council: $50.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.240)

Additional shared vehicles: Sweetwater Secondaries Fund IV (2025 Vintage) · Starwood Property Trust XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sweetwater Secondaries Fund IV (2025 Vintage)
The Portfolio Strategy Group: $9.0M · SEC Form ADV 7.B
Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds: $138.2M · SEC Form ADV 7.B

Additional shared vehicles: Sweetwater Private Equity III L.P. (2025 Vintage) · Sunrise Boulevard PE Partners L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Bayshore Global Management

Family Office / MFO Los Altos, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sunrise Boulevard PE Partners L.P. (2021 Vintage)
The Portfolio Strategy Group: $7.2M · SEC Form ADV 7.B
Bayshore Global Management: $88.5M · SEC EDGAR Filing

Additional shared vehicles: Sweetwater Private Equity III L.P. (2025 Vintage) · Sweetwater Secondaries Fund IV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+500 Additional Institutional LPs Report Shared Vehicles with The Portfolio Strategy Group

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for The Portfolio Strategy Group

You are viewing 5 open public preview records (out of 17 total tracked records for The Portfolio Strategy Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (503 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Enter your firm email to request pilot onboarding for The Portfolio Strategy Group and our interactive GP workspace.

Strategies Disclosed by The Portfolio Strategy Group

Venture Capital LPs →Real Estate LPs →Buyout LPs →Direct Lending LPs →Private Credit LPs →

Frequently Asked Questions: The Portfolio Strategy Group

What type of institutional allocator is The Portfolio Strategy Group and what is their typical disclosed ticket size?

The Portfolio Strategy Group is categorized under Family Office / MFO (Regional Roadshow Hub: White Plains, NY; Headquarters: White Plains, NY). Across 17 historical disclosure records tracked on Prilago ($237.5M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $5.0M to $22.1M).

Which private-market strategies appear in The Portfolio Strategy Group's public disclosures?

The Portfolio Strategy Group has disclosed records across Venture Capital, Real Estate, Buyout, Direct Lending, Private Credit. Open preview records include Blackstone Real Estate Partners Asia II (2025 Vintage), Gryphon Partners VI, L.P. (2025 Vintage), Upfront V LP (2025 Vintage), Silver Rock Financial, LP (2025 Vintage).

How are The Portfolio Strategy Group's historical records substantiated and separated from active searches on Prilago?

Records for The Portfolio Strategy Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to The Portfolio Strategy Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-portfolio-strategy-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside The Portfolio Strategy Group?

In Prilago's bilateral commitment graph, The Portfolio Strategy Group shares resolved underlying fund vehicles with 503 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include New Mexico State Investment Council (5 shared vehicles, e.g. Sweetwater Private Equity III L.P. (2025 Vintage)), Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. Sweetwater Secondaries Fund IV (2025 Vintage)), Bayshore Global Management (5 shared vehicles, e.g. Sunrise Boulevard PE Partners L.P. (2021 Vintage)).

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