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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$778,293,611

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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.