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Presage Capital Management, LLC (Wilton)


Presage Capital Management, LLC is a large advisory firm based in Wilton. It manages $47.5 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.

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Presage Capital Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Presage Capital Management: assets under management

The assets under management (AUM) of Presage Capital Management, LLC is $47.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $47.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.48 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Presage Capital Management, 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.

Based in Wilton

The principal office where Presage Capital Management, LLC performs its advisory services is located at 14 Tanners Drive, Wilton, CT 06897, 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 203-496-0544 or by fax 203-210-5326. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.presagecapital.com.


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