PRESIDIO TRADING LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
318992

Firm profile

FINTRX

Overview

Presidio Trading LLC is a privately held limited liability company operating as a small, owner-managed trading firm that sponsors and serves as general partner/managing member of pooled investment vehicles. The firm is structured under individual ownership (five owners with an average ownership stake around 34%) and is classified as unclassified in public snapshots. It does not report typical retail advisory activity or multi-state advisory registration, and it is not flagged as an active ESG investor. The available data indicate Presidio Trading’s business emphasis is on pooled vehicles rather than on separate-account wealth management or broad retail distribution. That alignment—an LLC that lists sponsor/GP/managing-member roles—points to a manager-centric operating model where investment decisions and capital aggregation are executed inside closed or semi-closed funds rather than through many individual client accounts.

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

Owners & executives

1 of 1
  • Christopher Kvamme

    CEOCRD 7526661

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3303 Lee Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth