Park Presidio Capital LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$206M

Accounts

8

Employees

8

Advisory reps

3

Firm details

Headquarters: San Francisco, California
CRD number: 168954
Registered since: October 28, 2013
Website: www.parkpresidio.com
Custodians: CITI PRIVATE BANK, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles50.02%
Sovereign Wealth Funds49.89%
Pension & Profit Sharing Plans0.08%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Park Presidio Capital LLC is a small, SEC-registered hedge fund and commodity pool/CTA-style manager that primarily serves institutional clients. Organized as an LLC and registered in 2013, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Its fee schedule includes asset-based fees and performance fees, and it is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities100%

Owners & executives

3 of 3

Lee Hicks
Co-Chief Investment OfficerCRD 6256533
Jonathan Huang
CFOCRD 7409450
Clinton Yara
Co-Chief Investment OfficerCRD 4789485

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$39.6M in ETFs

Passive

100%

$39.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$39.6M	57,684	100.00%

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: San Francisco
Address: Market St
Time zone: PT (UTC-8)
Office locations

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