Park Presidio Capital LLC is a large advisory firm based in San Francisco. It manages $1.48 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013.
Park Presidio Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Park Presidio Capital LLC is $1.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 407% since the beginning of its operation, and $1.48 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Park Presidio Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Park Presidio Capital is pooled investment vehicles with 3 clients and $1.48 billion of assets under management. Among the 12 most similar advisory firms, Park Presidio Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.48 billion for 3 clients. 50% of the firm’s clients are foreign persons or businesses.
Park Presidio Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 11 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Park Presidio Capital LLC performs its advisory services is located at The Presidio Of San Francisco, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-490-2520 or by fax 415-276-3054. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at parkpresidio.com.