Presidio Capital Investments, LLC (San Mateo)

Name: Presidio Capital Investments, LLC
Address: 1777 Borel Place, San Mateo, CA, 94402
Telephone: 650-341-1019

Presidio Capital Investments, LLC is an investment adviser to an investment company based in San Mateo. It manages $11 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Presidio Capital Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Presidio Capital Investments: assets under management

The assets under management (AUM) of Presidio Capital Investments, LLC is $11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Presidio Capital Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Presidio Capital Investments, LLC

Chinh Thanh Nguyen has served as the Chief Investment Officer since 1 Jul 2005. Matthew Robert Lee joined the executive team most recently as the Managing Member And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chinh Thanh Nguyen	Chief investment officer	1 Jul 2005	Other	6024135
Matthew Robert Lee	Managing member and chief compliance officer	1 Jun 2006	75% - 100%	4850614

Based in San Mateo

The principal office where Presidio Capital Investments, LLC performs its advisory services is located at 1777 Borel Place, San Mateo, CA 94402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-341-1019 or by fax 650-341-1037. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at presidio-cap.com.