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PRECIDIAN FUNDS LLC

NEWTOWN, PA · CRD 156974 · IAPD ↗ · precidianfunds.com · 9087810560

$17.0MRegulatory AUM
3Advisory reps
3Employees
3Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
November 2024 — PRECIDIAN FUNDS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
July 2024 — PRECIDIAN FUNDS LLC (NEWTOWN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.