Presidio Capital Management LLC

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Assets, Funds, Holdings

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Presidio Capital Management LLC
CRD #304501
SEC #801-123239
CIK #0001931750
AUM $397.4 M (2025-04-25)
Employees 9 (56% Investors, 0% Brokers)
Phone858-461-4959
Address12626 High Bluff Drive
San Diego, CA 92130
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4003202401608002011201620212026
Sector Form 13F Holdings Value ($M)
Nvidia Corp 2.3
Apple Inc 1.9
Amazon Com Inc 1.7
General Dynamics Corp 1.4
Microsoft Corp 1.3
Tesla Motors Inc 1.3
J P Morgan Chase & Co 1.0
GS Acquisition Holdings Corp 0.8
Costco Wholesale Corp /NEW 0.7
 
 
Holdings by Sector ($M)
3002401801206002021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 135 42.1
(b) Individuals (high net worth individuals) 170 345.6
(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 3 1.4
(h) Charitable organizations 22 6.4
(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 0 0.0
(n) Other 3 1.9
Total 967 397.4
By Discretionary
Discretionary 967 397.4
Non-Discretionary 0 0.0
Total 967 397.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 397.4
Total 967 397.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001931750]
Comparable Firms State AUM ($B)
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Investors Asset Management of Georgia Inc
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Haven Wealth Group LLC
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Sterling Group Wealth Management LLC
CA 0.4
Pandowealth LLC
0.4
Semmax Financial Advisors Inc
NC 0.4
Sequent Planning LLC
NE 0.4
Talis Advisory Services LLC
TX 0.4
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