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 operates as an institutional registered investment adviser. The firm’s client base is institutional and its primary advisory activity is portfolio management for investment companies. Ownership is held by a combination of a domestic entity and an individual. Precidian charges fees as a percentage of assets under management, does not describe itself as an active ESG investor, and is not set up as a multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Location & Offices
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 1
Daniel 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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