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Building 2PRESIDIO CAPITAL MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone858-461-4959
NotebookSEC #801-123239
Total AUM
$498.9M
Employees
14
Clients
352

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12626 HIGH BLUFF DRIVE
STE 150
SAN DIEGO
CA 92130
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
858-461-4959
Other Offices
2

ReceiptFinancials

Total AUM
$498.9M
Accounts
1,080
Discretionary
$498.9M
Accounts
1,080
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$50.4M
HNW Individual Clients
192
AUM
$439.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
23
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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