The PKSA GROUP is a privately held investment adviser that advises $6.58Bn in regulatory assets under management held in 4 SEC fund types across 5 investment strategies. PKSA GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 98.24% over the last 5-years.
The Group has been registered with the SEC for 12.58 years and is comprised of 5 filing and 0 relying advisers. They operate out of 28 office locations with their Headquarters at 3600 N. CAPITAL OF TEXAS HWY. BUILDING B, SUITE 200, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 120 employees comprised of 69 investment and 51 non-investment staff. The total number of Employees increased by 51.9% over the last 5-years.
Their $6.58Bn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 70 other accounts. Assets of High Net Worth Individuals clients own $5.16Bn or 78.4% of Total Assets and Individuals own $780.7mn or 11.86% of Total Assets.
The Group's top investment strategies include Traditional LBO, Fund of Funds and Real Estate, representing 44.74%, 24.25% and 20.91% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 4 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
PKSA GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.