PRESIDIO CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 304501
- Registered since
- February 11, 2022
- Website
- www.presidiocm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI88.14%
- Individuals10.1%
- Charitable Organizations1.45%
- Pension & Profit Sharing Plans0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Presidio Capital Management, LLC is an independent RIA that combines discretionary portfolio management with financial planning and adviser selection services. The firm acts as a capital allocator, directing client capital into pooled public funds and third‑party managers rather than running a high number of direct individual equity strategies. Its advisory menu includes portfolio management for individuals and small businesses, pension consulting, financial planning, and educational workshops, and the firm frequently uses outside managers and pooled vehicles to implement client mandates. Presidio is not an ESG‑focused investor and is structured as a domestic, individually owned limited liability company that registered with the SEC in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities11%
- Private Funds6%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2JONATHAN FREEMAN
COOCRD 6995923
DUSTIN TENBROECK
Managing Director, Chief Compliance OfficerCRD 5019784
Contacts
3 of 7Michael Kasianko
Client Service AssociateCRD 8226814
Robyn Cohen
Investment Adviser RepresentativeCRD 7897774
Ryan Sandler
Wealth ManagerCRD 7237155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$392M in ETFs
69%
$269M
31%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $64.6M | 111,866 | 16.47% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12626 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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