Investment adviser · CRD 144589

PRESIDIUM PARTNERS, LLC

Investment adviser filing (IA)

SAN RAMON, CA, United States · Form ADV filed Jun 24, 2020

Regulatory AUM
$162M
Form ADV · Item 5.F
Client accounts
257
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals69$125,544,45877.6%
CharitiesFewer than 5$24,387,41415.1%
Individuals29$11,934,2577.4%
Filing source

Form ADV 1435638 · Jun 24, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALTURUS PARTNERS, LLPHedge Fund · Last reported Apr 23, 2012$0Gross asset value
Auditor SPICER JEFFRIES, LLP GREENWOOD VILLAGE, Colorado, United States
Custodian GOLDMAN SACHS ASSET MANAGEMENT, LP NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source
Fund ID
805-9104023072
Reported beneficial owners
3
Minimum commitment
$500K

Form ADV 642450 · Apr 23, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 24, 2020. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2400 CAMINO RAMON, SUITE 178
SAN RAMON, CA, 94583, United States

CRD 144589

Filing source

Form ADV 1435638 · Jun 24, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.