PRESIDIO INVESTORS LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 160841
- Registered since
- August 28, 2020
- Website
- www.presidioinvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Presidio Investors LLC is a limited liability company that manages pooled private equity vehicles for institutional clients. Registered in 2020, the firm serves as sponsor, general partner and managing member of its funds, combining portfolio management for pooled investment vehicles with direct fund governance roles. Its client base is institutional and its fee arrangements include both a percentage of assets under management and performance-based fees, reflecting a compensation model tied to fund performance. Investment activity is concentrated in private equity fund vehicles rather than separate account management or broad wealth-advisory work. The firm is not characterized as an active ESG investor and does not operate as a multi-state adviser. Presidio presents itself as a traditional private equity fund manager and capital sponsor rather than a capital allocator to diversified third-party strategies.
Assets & Accounts
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
Owners & executives
1 of 1Amy Zhang
Chief Financial OfficerCRD 8246385
Contacts
3 of 4VICTOR MASAYA
PartnerCRD 4808216
YVONNE YANG
Director of Tax ComplianceCRD 7920789
KARL SCHADE
Managing PartnerCRD 6020816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 515 Congress Ave
- Time zone
- CT (UTC-6)
- Office locations
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