Overview
Assets Under Management: $147 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 66
Average Client Assets: $1.7 million
Frequently Asked Questions
PRESIDIUM PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144589), PRESIDIUM PARTNERS, LLC is subject to fiduciary duty under federal law.
PRESIDIUM PARTNERS, LLC is headquartered in SAN RAMON, CA.
PRESIDIUM PARTNERS, LLC serves 66 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, PRESIDIUM PARTNERS, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PRESIDIUM PARTNERS, LLC manages $147 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, PRESIDIUM PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.87%
Average Client Assets: $1.7 million
Total Client Accounts: 88
Discretionary Accounts: 88
Regulatory Filings
CRD Number: 144589
Filing ID: 1199077
Last Filing Date: 2018-03-27 10:04:00