PRECESSION CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$20.8M
Discretionary
$20.8M
100% of AUM
Avg account
$2.3M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
318189
Registered since
February 4, 2022
Custodians
HILLTOP SECURITIES INC., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Precession Capital Management, LLC is a limited liability company that specializes in portfolio management for individuals and small businesses. Founded in 2022, the firm operates under an individual ownership structure and focuses on providing personalized investment services. The firm does not classify itself as a capital allocator and is not an active ESG investor. Its client base primarily consists of individuals and families, and it employs a fee structure based on a percentage of assets under management (AUM) along with performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 90%, Cash & Cash Equivalents 5%, Exchange Traded Equities 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%90%
  • Other90%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities3%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

1 of 1
  • ADAM YOUNG

    Managing PartnerCRD 4883799

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

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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
530 W 149th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth