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 an SEC-registered, limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2024 and serves institutional clients, charging fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, which indicates the firm’s primary business is managing pooled or fund vehicles rather than providing retail wealth management. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, and it does not list pension consulting or related-adviser roles among its activities.

Assets & Accounts

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

Owners & executives

1 of 1
  • Daniel Mccabe

    Daniel Mccabe

    Chief Executive OfficerCRD 1513757

Contacts

2 of 2
  • Mark Criscitello

    Founding PrincipalCRD 1281209

  • John Thomas

    John Thomas

    Founding PrincipalCRD 2007579

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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