HackingFinancial ServicesFinanceCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Portfolio Strategy

bd_2a99d1d240540ea9 · schema v1 · pii pii-v1

Severity

Medium

Discovered

May 8, 2025

Filed

Jun 30, 2025

To disclose

8 weeks

Affected

1state residents only

Confidence

67%

Full breach record for Portfolio Strategy →

The Portfolio Strategy Group, LLC experienced a data security incident involving unauthorized access to an employee's email account. On May 8, 2025, the company detected unusual activity and secured its email environment. An investigation determined that an unauthorized individual may have accessed emails containing personal information, including names, addresses, Social Security numbers, and financial account information, for one New Hampshire resident. The company engaged a third-party forensic firm, reset passwords, and implemented additional security controls. Affected individuals were notified on June 25, 2025, and offered credit monitoring and identity protection services.

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Incident timeline

discovery → filing · 8 weeks / 53 days

May 8, 2025

Discovered

Jun 30, 2025

Filed

vs. sector median

2 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Portfolio Strategy
norm: portfolio strategy
Domain: portfoliostrategy.com

Name: Portfolio Strategy
norm: portfolio strategy
Domain: portfoliostrategy.com
Industry: Financial Servicesllm

Discovered: May 8, 2025
Materiality determined: —
Notification sent: Jun 25, 2025
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government IDFinancial account
Attack vector: Unknown
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: External

During the incident: Took steps to secure its email environment
Initiated an investigation
Engaged a third-party forensic firm to assist in the investigation
Performed a global password reset
Implemented additional security controls
Mailed letters to potentially affected individuals
Offered 12 months of credit monitoring and identity protection services through IDX at no cost
Changes made: Implemented additional safeguards and technical security measures to further protect and monitor our systems
Offering identity theft protection services through IDX, which include: 24 months of credit and CyberScan monitoring, a $1,000,000 insurance reimbursement policy, and fully managed ID theft recovery services
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 8 weeks(53 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://mm.nh.gov/files/uploads/doj/remote-docs/portfolio-strategy-group-20250630.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 30, 2025
Raw hash: c976c2ab882fb92e9d3e237e4f96f7743cef25db9f3e16ea1f55fa663d331dec

Reporting entityPortfolio Strategy

Victim entityPortfolio Strategy

Incidentdiscovered May 8, 2025

Stated responseTook steps to secure its email environment

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov