PSP RESEARCH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $178.6M |
| Discretionary | $178.6M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $178.6M |
| Employees | 1 |
| Peak AUM | $178.6MFeb 2026 |
AUM by Client Type
Total AUM
$179M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $179M | +62.4% | — | — | |
| Discretionary AUM | $179M | ||||
Key Metrics
| Total AUM | $178.6M |
| Discretionary | $178.6M |
| Employees | 1 |
| Client Accounts | 1 |
| Client Range | 0 |
Contact & Location
Phone
617-483-5981
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$179M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported