PRECIDIAN FUNDS LLC

RIASEC RegisteredEst. 2024
Total AUM
$17M
Discretionary
$0
0% of AUM
Avg account
$1.5M
Accounts
11
Employees
3
Advisory reps
3

Firm details

Headquarters
NEWTOWN, Pennsylvania
CRD number
156974
Registered since
June 11, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Precidian Funds LLC is a limited liability company that registered with the SEC in 2024 and positions itself as an advisor to institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. Ownership is reported as a mix of a domestic entity and an individual. The dataset indicates Precidian is not an active ESG investor and is not flagged as a multi-state adviser, pension consultant, or related adviser. It is also identified as not being a capital allocator. These attributes, together with the advisory focus on investment companies, suggest the firm operates as a specialized manager or subadviser rather than as a broad-based retail RIA.

Assets & Accounts

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • DANIEL MCCABE

    Chief Executive OfficerCRD 1513757

Contacts

2 of 2
  • MARK CRISCITELLO

    Founding PrincipalCRD 1281209

  • JOHN THOMAS

    Founding PrincipalCRD 2007579

Wealth teams

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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

NEWTOWN, PA

BUCKS

Location

NEWTOWN, PA

Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
301 S State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth