PRESIDIO INVESTORS LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$78.2M
Accounts
14
Employees
13
Advisory reps
5

Firm details

Headquarters
AUSTIN, Texas
CRD number
160841
Registered since
August 28, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Amy Zhang

    Chief Financial OfficerCRD 8246385

Contacts

3 of 4
  • VICTOR MASAYA

    PartnerCRD 4808216

  • YVONNE YANG

    Director of Tax ComplianceCRD 7920789

  • KARL SCHADE

    Managing PartnerCRD 6020816

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth