Praestantia Capital, LLC

RIASEC RegisteredEst. 2025
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$390K
Accounts
19
Employees
2
Advisory reps
2

Firm details

Headquarters
San Antonio, Texas
CRD number
334865
Registered since
February 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI59.72%
  • Corporations / Businesses40.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Praestantia Capital, LLC is an independent SEC-registered registered investment adviser organized as a limited liability company. The firm’s ownership includes both an individual owner and a domestic entity. It serves a mixed clientele of individuals and families as well as institutional and business clients, and provides financial planning plus portfolio management for individuals/small businesses and for businesses or institutions. Its fee model includes asset-based fees, fixed fees and performance-linked compensation. Praestantia does not identify as an active ESG investor and is not classified as a multi-state adviser or a pension consultant.

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 86%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 4%86%
  • Exchange Traded Equities86%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Rodrigo De Los Santos

    Rodrigo De Los Santos

    Managing PrincipalCRD 6801588

  • Santiago Vidales Hildebrandt

    Santiago Vidales Hildebrandt

    Founding PartnerCRD 6538383

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
4630 N Loop 1604 W
Time zone
CT (UTC-6)
Office locations

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