PRAESIDIUM INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2006
Total AUM
$583M
Discretionary
$583M
100% of AUM
Avg account
$72.9M
Accounts
8
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
137980
Registered since
January 27, 2006
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other67.85%
  • Pooled Investment Vehicles32.15%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Praesidium Investment Management is an SEC-registered investment manager organized as an LLC and operating as a hedge fund manager. It targets institutional clients and primarily provides portfolio management for pooled investment vehicles and for businesses or institutions. The firm serves as sponsor/GP/managing member for its pooled vehicles rather than acting as a capital allocator to outside managers. Its compensation mixes a percentage-of-AUM management fee with performance-based fees. Filings indicate the adviser does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • JOHN SCOTT

    COO & CFOCRD 5066688

Contacts

2 of 2
  • KEVIN ORAM

    Managing PartnerCRD 2090994

  • PETER UDDO

    Managing PartnerCRD 5066683

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1411 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth