PRESIDIO PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
172667
Registered since
March 29, 2019

Firm profile

FINTRX

Overview

Presidio Partners Management, LLC is an SEC‑registered limited liability company formed in 2019 that operates primarily as the sponsor and general partner of pooled investment vehicles. The firm’s activity centers on managing private investment vehicles rather than a broad retail advisory platform: its assets are held in a small number of discretionary accounts tied to private funds the firm sponsors and manages. Presidio is not listed as an active ESG investor and is not organized as a multi‑state advisory platform; it is identified as an individually owned manager that focuses on fund sponsorship and GP duties. Investment preferences are concentrated on private equity-style venture investing. As sponsor and managing member, Presidio concentrates on structuring, capital‑raising and active portfolio oversight for its funds rather than offering wide-ranging brokerage-style public market strategies. Public market activity is not a prominent part of the firm’s reported footprint.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • FAYSAL SOHAIL

    Managing PartnerCRD 6048389

  • PETER GAJDOS

    Financial AdvisorCRD 6382674

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
221 W 9th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth