Presidio Merchant Partners LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 46473
- Registered since
- October 5, 1999
- Website
- thepresidiogroup.com
Firm profile
FINTRXOverview
Presidio Merchant Partners LLC is organized as a limited liability company and is classified in the data set as an investment bank rather than a traditional registered investment adviser that manages external client portfolios. The firm shows an SEC registration date of 1999 and is owned by a combination of a domestic entity and individual stakeholders. FINTRX flags indicate it does not operate as a capital allocator, is not an active ESG investor, and is not listed as a multi-state or newly formed adviser. There is no public detail in the source about fee schedules, client types, or specific advisory activities.
Assets & Accounts
Investments & Alternatives
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
2 of 2
Brodie Cobb
CEOCRD 2286448

Keith Style
Chief Operating Officer & Managing DirectorCRD 7129567
Contacts
3 of 13Elizabeth Collins
FinOpCRD 4714831

Matthew Assad
PrincipalCRD 6212416

George Karolis
PresidentCRD 7085872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 255 Clayton St
- Time zone
- MT (UTC-7)
- Office locations
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