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.