RIA Intel›Advisers›California›PRESIDIO CAPITAL MANAGEMENT, LLC

PRESIDIO CAPITAL MANAGEMENT, LLC

Advisory

N·SAN DIEGO, CA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$499M
1-Year AUM Growth
+11.5%
3-Year CAGR
+6.5%
Employees
9
Assets Under Management
Total AUM$499M
Discretionary AUM$499M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients333
Team
Total Employees9
Investment Advisers14
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record15
First FilingJan 14, 2022
Latest FilingMar 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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