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Building 2PRESIDIUM PARTNERS, LLC

Map pinSAN RAMON, CA
Phone925-790-0400
NotebookSEC #801-110121
Total AUM
$161.9M
Employees
2
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 CAMINO RAMON
SUITE 178
SAN RAMON
CA 94583
United States
Operating Hours
BY APPOINTMENT.
Monday - Friday
Phone
925-790-0400
Other Offices
1

ReceiptFinancials

Total AUM
$161.9M
Accounts
257
Discretionary
$161.9M
Accounts
257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$11.9M
HNW Individual Clients
69
AUM
$125.5M
Charitable Organization Clients
4
AUM
$24.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ANALYTICAL SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDUT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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