PRESIDIO INVESTORS LLC other names

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Adviser Profile

As of Date:

05/20/2024

Adviser Type:

- Large advisory firm

Number of Employees:

14 55.56%

of those in investment advisory functions:

9 12.50%

Registration:

SEC, Approved, 8/28/2020

Other registrations (2)
AUM:

778,311,613 28.84%

of that, discretionary:

778,311,613 28.84%

Private Fund GAV:

778,293,611 15.75%

Avg Account Size:

86,479,068 28.84%

SMA’s:

NO

Private Funds:

9

Contact Info

512 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
604M 518M 432M 345M 259M 173M 86M
2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 9 $778,293,611

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Private Funds



Employees




Brochure Summary

Overview

Presidio Investors is an investment management firm and is formed as a Delaware limited liability company. Karl Schade, Christian Puscasiu, and Victor Masaya are the owners and Managing Members of Presidio Investors. Presidio Investors serves as the investment manager with discretionary trading authority to private pooled investment vehicles (each a “Fund” and collectively, the “Funds”) that are offered to investors on a private placement basis. Each general partner of a Fund that is structured as a limited partnership is an affiliate of Presidio Investors (the “General Partners”). As used herein, the term “client” generally refers to each Fund. The advice Presidio Partners provides to its clients is tailored according to the investment objectives, guidelines and requirements set forth (i) with respect to each Fund, in its respective Offering Memorandum, Private Placement Memorandum
or other Offering Circular, Limited Partnership Agreement or other relevant governing documents (collectively, “Governing Documents”). Presidio Investors’ investment objective is to capitalize on opportunities to invest in privately held companies. The Manager will also pursue control buyouts and co-investments in collaboration with other investment advisory firms, where appropriate. Presidio Investors’ strategies and the risks involved are described in response to Item 8, below. Presidio Investors may organize additional private funds in the future which utilize similar or different investment strategies than the Funds. Presidio Investors does not participate or offer wrap fee programs. As of December 31, 2023, Presidio Investors had regulatory assets under management of approximately $778 million, which are managed on a discretionary basis.