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Building 2PRESIDIUM PARTNERS, LLC

Map pinSAN RAMON, CA
Phone925-855-9899
NotebookSEC #801-68161
Total AUM
$70M
Employees
3
Clients
0

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
925-855-9899

ReceiptFinancials

Total AUM
$70M
Accounts
78
Discretionary
$70M
Accounts
78
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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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
CAUT

HandshakeAffiliates

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

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