Presidium Partners, LLC (San Ramon)

Name: Presidium Partners, LLC
Address: 2400 Camino Ramon, San Ramon, CA, 94583
Telephone: 925-790-0400

Presidium Partners, LLC is a large advisory firm based in San Ramon. It manages $161.56 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Idaho, and Utah.

Presidium Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and analytical 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.

Presidium Partners: assets under management

The assets under management (AUM) of Presidium Partners, LLC is $161.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $161.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.62 million each.

Investments

The firm invests in exchange traded securities the most. They account for 44% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Presidium Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Presidium Partners serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Presidium Partners is high net worth individuals with 68 clients and $125.15 million of assets under management. Among the 9 most similar advisory firms, Presidium Partners has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $161.56 million for 100 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Presidium Partners doesn't advise any private funds.

Careers at Presidium Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Franklin C. Newsom	Managing partner/member	1 Aug 2007	50% - 75%	4945177
Robert Steven Farrell	Managing partner/chief compliance officer	1 Aug 2007	50% - 75%	2531767

Based in San Ramon

The principal office where Presidium Partners, LLC performs its advisory services is located at 2400 Camino Ramon, San Ramon, CA 94583, which is also the mailing address of the firm. An additional office of the firm is in Eagle, ID. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-790-0400 or by fax 925-790-0333. The normal business hours are by appointment. on Monday - Friday. You can find more information about the New York firm at presidiumpartners.com.