PRAESTANTIA CAPITAL, LLC

RIASEC RegisteredEst. 2025
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$390K
Accounts
19
Employees
1
Advisory reps
2

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
334865
Registered since
February 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI59.72%
  • Corporations / Businesses40.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Praestantia Capital, LLC is an independent registered investment adviser organized as an LLC that serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements combine a percentage-of-assets model with fixed fees, reflecting a mix of recurring AUM-based engagements and project or planning work. Investment activity is concentrated in public equities, with a stated preference for exchange-traded exposures. The firm supplements core equity allocations with mutual funds and will allocate client capital to third-party alternative managers in hedge funds, real estate vehicles and REITs. Praestantia Capital acts as an allocator into external funds rather than operating pooled vehicles itself, so due diligence and manager selection drive how alternatives are accessed. The firm is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 4%86%
  • Exchange Traded Equities86%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Rodrigo de los Santos

    Managing PrincipalCRD 6801588

  • SANTIAGO VIDALES HILDEBRANDT

    Founding PartnerCRD 6538383

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
4630 N Loop 1604 W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth