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PRESIDIO CAPITAL MANAGEMENT, LLC
CRD 304501 · SEC 801-123239
12626 HIGH BLUFF DRIVE, STE 150, SAN DIEGO, CA, 92130, United States
Phone
858-461-4959
Fax
858-461-4958
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$498.9M
Discretionary AUM
$498.9M
Team
14 total employees; 9 advisory reps; 32 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $50.4M |
| High net worth individuals | 192 | $439.7M |
| Charitable organizations | 23 | $7.2M |
States served
AZ, CA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD