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 an SEC-registered investment manager organized as an LLC and operating as a hedge fund manager. The firm provides portfolio management for pooled vehicles and for businesses or institutional clients, and it functions in a CPO/CTA capacity. Its client base is institutional, and its fee arrangements include a percentage-of-AUM component as well as performance-based fees. The firm does not identify as an active ESG investor.

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

$34.8M in ETFs

Passive

100%

$34.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$34.8M	58,285	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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