9AT: PRAESIDIUM INVESTMENT MANAGEMENT

other names

PRAESIDIUM INVESTMENT MANAGEMENT
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC

Adviser Profile

As of Date	03/26/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	11 -21%
of those in investment advisory functions	7
Registration	SEC, Approved, 01/27/2006

AUM^*	693,501,253 -23%
of that, discretionary	693,501,253 -43%
Private Fund GAV^*	186,249,409 -3%
Avg Account Size	69,350,125 25%
SMA’s	Yes
Private Funds	3
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$186,249,409

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BRILLIANCE ASSET MANAGEMENT LIMITED	Hedge Fund929.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV929.9m	AUM936.5m	#Funds8
Adviser NEO-CRITERION CAPITAL LIMITED	Hedge Fund32.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV32.4m	AUM32.4m	#Funds2
Adviser BLUESHIFT ASSET MANAGEMENT	Hedge Fund123.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV123.0m	AUM529.0m	#Funds4
Adviser ATOM INVESTORS LP	Hedge Fund3.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.1b	AUM3.3b	#Funds7
Adviser HILL CITY CAPITAL LP	Hedge Fund2.6b	Liquidity Fund-	Private Equity Fund300.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.9b	AUM2.9b	#Funds6
Adviser CONDIRE MANAGEMENT, LP	Hedge Fund2.0b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM1.2b	#Funds5
Adviser KINETIC PARTNERS MANAGEMENT, LP	Hedge Fund2.2b	Liquidity Fund-	Private Equity Fund62.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.3b	AUM2.3b	#Funds11
Adviser MOUNT LUCAS MANAGEMENT LP	Hedge Fund233.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV233.4m	AUM1.1b	#Funds1
Adviser SCHWERIN BOYLE CAPITAL MANAGEMENT, INC	Hedge Fund323.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV323.9m	AUM1.2b	#Funds1
Adviser PRIME CAPITAL MANAGEMENT COMPANY LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck TickerM6191J100	Stock NameJFROG LTD	$ Position$94,395,173	% Position17.00%	$ Change33.00%	# Change1.00%
Stck Ticker45827U109	Stock NameINTAPP INC	$ Position$84,393,567	% Position16.00%	$ Change18.00%	# Change6.00%
Stck Ticker466313103	Stock NameJABIL INC	$ Position$79,574,420	% Position15.00%	$ Change5.00%	# Change0.00%
Stck Ticker01644J108	Stock NameALKAMI TECHNOLOGY INC	$ Position$52,763,304	% Position10.00%	$ Change5.00%	# Change13.00%
Stck Ticker81762P102	Stock NameSERVICENOW INC	$ Position$52,054,728	% Position10.00%	$ Change-16.00%	# Change405.00%
Stck Ticker74275K108	Stock NamePROCORE TECHNOLOGIES INC	$ Position$47,968,466	% Position9.00%	$ Change1.00%	# Change1.00%
Stck Ticker893641100	Stock NameTRANSDIGM GROUP INC	$ Position$34,842,070	% Position6.00%	$ Change-16.00%	# Change-17.00%
Stck Ticker902252105	Stock NameTYLER TECHNOLOGIES INC	$ Position$25,903,749	% Position5.00%	$ Change-12.00%	# Change1.00%
Stck Ticker892672106	Stock NameTRADEWEB MKTS INC	$ Position$20,092,774	% Position4.00%	$ Change-19.00%	# Change-17.00%
Stck TickerM2197Q107	Stock NameCELLEBRITE DI LTD	$ Position$21,370,490	% Position4.00%	$ Change328.00%	# Change340.00%

Brochure Summary

Overview

Praesidium Investment Management Company, LLC (the “adviser” or “firm”) was founded in 2003 and its principal place of business is in New York, New York. The firm is registered as an investment adviser with the SEC. Our firm is principally owned by Kevin Oram and Peter Uddo, who are the Managing Members. We specialize in providing discretionary investment advisory services to separately managed accounts (“managed accounts”) and private pooled investment vehicles (“private funds”), (the “managed accounts” and, together with the private funds, the “clients”). In providing our advisory services, we seek to achieve capital appreciation by employing a rigorous, independent research and security selection process. Through this process, we seek to identify and invest in companies that are selling in the public markets at discounts that we believe are significant to their underlying intrinsic values. While we intend to invest primarily in global equity securities, our clients give us the authority and flexibility to invest in other types of securities that we deem appropriate. Our firm tailors our advisory services in accordance with each client’s needs and investment strategy as disclosed in its offering documents or managed account investment management agreement. For our private

funds, we adhere to the investment strategy set forth in each private fund’s offering documents. For each managed account, we start with the investment strategy employed for our private funds and then tailor that strategy to meet each managed account’s investment guidelines. We then execute an investment management agreement that defines that managed account’s investment objective, which we undertake to follow conscientiously. Any investment restrictions applicable to any of our clients are set forth in a client’s offering documents and/or investment management agreement. The information provided above about the investment advisory services provided by our firm is qualified in its entirety by reference to the applicable governing documents and investment management agreements for our clients. For more information on the investment strategy of our clients, please refer to the section “Methods of Analysis, Investment Strategies and Risk of Loss.” We do not participate in wrap fee programs. As of December 31, 2023, we managed approximately $897,508,542 of regulatory assets under management on behalf of our clients, all of which were managed on a discretionary basis. This number is based on estimated and unaudited information as of such date and is therefore subject to change.

PRAESIDIUM INVESTMENT MANAGEMENT

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Top Holdings

Brochure Summary

Overview