Presidio Capital Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$499M
Discretionary
$499M
100% of AUM
Avg account
$462K
Accounts
1,080
Employees
14
Advisory reps
8

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

FINTRX

Overview

Presidio Capital Management, LLC is an independent SEC-registered RIA organized as an LLC and first registered in 2022. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside managers, pension consulting services, and educational workshops. Fee arrangements are varied — the firm charges asset-based fees but also uses hourly, fixed, and other fee structures depending on the engagement. 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

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: Public Funds/Mutual Funds 72%, Exchange Traded Equities 11%, Private Funds 6%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities11%
  • Private Funds6%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • Jonathan Freeman

    Jonathan Freeman

    COOCRD 6995923

  • Dustin Tenbroeck

    Dustin Tenbroeck

    Managing Director, Chief Compliance OfficerCRD 5019784

Contacts

3 of 6
  • Michael Kasianko

    Michael Kasianko

    Client Service AssociateCRD 8226814

  • Robyn Cohen

    Investment Adviser RepresentativeCRD 7897774

  • David Chenet

    David Chenet

    Director of Wealth ManagementCRD 5102910

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$448M in ETFs

Passive

73%

$327M

Active

27%

$120M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$81.8M111,14618.29%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth