PRECIDIAN FUNDS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL MCCABE
Chief Executive OfficerCRD 1513757
Contacts
2 of 2MARK CRISCITELLO
Founding PrincipalCRD 1281209
JOHN THOMAS
Founding PrincipalCRD 2007579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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