Praesideo Management, LLC

RIASEC Registered
Total AUM
$14.1M
Discretionary
$14.1M
100% of AUM
Avg account
$7M
Accounts
2
Advisory reps
1

Firm details

Headquarters
Ogden, Utah
CRD number
132293
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Praesideo Management, LLC is an LLC-structured hedge fund that provides portfolio management across pooled vehicles, individuals and small businesses, and institutional clients. The firm reports an institutional client orientation while also advising smaller private accounts. Its stated business activities include accounting services in addition to investment management, and it charges fees based on a percentage of assets under management. Praesideo is organized as an owner-operated shop (individual owner type) and does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jeffrey Clark

    PartnerCRD 1272511

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Ogden, UT

Weber

Location

Ogden, UT

Headquartered in Ogden, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Weber
Address
1590 W Park Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth