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| Praestantia Capital LLC
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| CRD # | 334865 |
| SEC # | 801-132049 |
| CIK # | |
| AUM | 1.8 M (2025-12-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-852-7206 |
| Address | 4630 North Loop 1604 W San Antonio, TX 78249 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($k) |
|---|
| Fees and Compensation — Form ADV Part 2A (6/29/2026) [Brochure] |
|---|
Item 5: Fees & Compensation
Compensation for Our Advisory Services
Asset Management Solutions:
The maximum annual fee charged for this service will not exceed 2.00%. Fees to be assessed will be
outlined in the advisory agreement to be signed by the client. Our firm bills on cash unless indicated
otherwise in writing. Annualized fees are billed on a pro-rata basis monthly in arrears based on the
value of the account(s) on the time-weighted daily average of the month. Fees are negotiable and will
be deducted from client account(s). Adjustments will be made for deposits and withdrawals during
the month. In rare cases, our firm will agree to directly invoice upon client request. As part of this
process, Clients understand the following:
a) Clients must provide our firm with written authorization permitting direct payment of
advisory fees from their account(s) maintained by a custodian who is independent of our
firm;
b) Our firm sends monthly statements to the client showing the fee amount, the value of the
assets upon which the fee is based, and the specific manner in which the fee is calculated as
well as disclosing that it is the client’s responsibility to verify the accuracy of fee calculation,
and that the custodian does not determine its accuracy; and
c) The account custodian sends a statement to the client, at least quarterly, showing all account
disbursements, including advisory fees.
Other Types of Fees & Expenses
Clients will incur transaction fees for trades executed by their custodian, either based on a percentage
of the dollar amount of assets in the account(s) or via individual transaction charges. These
transaction fees are separate from our firm’s advisory fees and will be disclosed by the chosen
custodian. Interactive Brokers (“IBKR”) charges nominal transaction fees for U.S. listed equities and
exchange traded funds. Charles Schwab & Co., Inc. (“Schwab”) does not charge transaction fees for
U.S. listed equities and exchange traded funds, except for a $5-per-account fee for trades which
require manual support from Schwab’s trading desk or which involve complex algorithms.
Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
disclosed in the fund’s prospectus (e.g., fund management fees and other fund expenses), distribution
fees, surrender charges, IRA and qualified retirement plan fees, mark-ups and mark-downs, spreads
paid to market makers, fees for trades executed away from custodian, wire transfer fees and other
fees and taxes on brokerage accounts and securities transactions. Our firm does not receive a portion
of these fees.
Termination & Refunds
Either party may terminate the advisory agreement signed with our firm for Asset Management
Solutions services by providing written notice to the other party. Upon written notice, our firm will
process the termination and asses pro-rata advisory fees as soon as possible. If advisory fees cannot
be deducted directly, an invoice for any outstanding fees will be issued to the client for payment.
ADV Part 2A – Firm Brochure Page 5 Praestantia Capital, LLC
Commissionable Securities Sales
Our firm and representatives do not sell securities for a commission in advisory accounts. |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/29/2026) [Brochure] |
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Item 7: Types of Clients & Account Requirements ADV Part 2A – Firm Brochure Page 6 Praestantia Capital, LLC Our firm has the following types of clients: • Individuals and High Net Worth Individuals; • Families, Family Offices, Trusts, Estates or Charitable Organizations; • Pension and Profit Sharing Plans; and • Corporations, Limited Liability Companies and/or Other Business Types. Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging us. |
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 600.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1,200.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 1,800.0 |
| By Discretionary | ||
| Discretionary | 11 | 1,800.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 1,800.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 650.0 | |
| United States Persons | 1,150.0 | |
| Total | 11 | 1,800.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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