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PRESIDIO CAPITAL MANAGEMENT, LLC
CRD 304501File 801-123239
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$498.9M
Above cohort median (national)
Discretionary AUM
$498.9M
Clients
351
1,080 accounts
Employees
14
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 11, 2022
- Principal office
- 12626 HIGH BLUFF DRIVE, STE 150, SAN DIEGO, CA, 92130
- Phone
- 858-461-4959
- Website
- HTTPS://WWW.PRESIDIOCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $498.9M
- Discretionary AUM
- $498.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,080
- Non-discretionary accounts
- 0
- Total accounts
- 1,080
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 23 | $7.2M |
| High net worth individuals | 192 | $439.7M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 136 | $50.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISERS FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.