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PRESIDIO INVESTORS LLC

AUSTIN, TX · CRD 160841 · IAPD ↗ · presidioinvestors.com · 512-772-1725

$1.09BRegulatory AUM
8Advisory reps
13Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — PRESIDIO INVESTORS LLC crossed $1B in regulatory AUM ($984.8M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — PRESIDIO INVESTORS LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2025 — PRESIDIO INVESTORS LLC reported RAUM up 27% ($778.3M -> $984.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — PRESIDIO INVESTORS LLC reported RAUM up 29% ($603.5M -> $778.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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