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 snapshot as an investment bank. The firm has been SEC-registered since 1999. Ownership is listed as a mix of a domestic entity and individual ownership. The FINTRX snapshot identifies several negative flags: the firm is not marked as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm did not supply descriptive detail about its business activities or advisory services in the provided data.
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
2 of 2
Brodie Cobb
CEOCRD 2286448

Keith Style
Chief Operating Officer & Managing DirectorCRD 7129567
Contacts
3 of 13
James Reece
AnalystCRD 7994493
Nicholas Klass
Investment Banking AnalystCRD 7726250

Dean Trapani
AnalystCRD 8017304
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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