Presidio Investors LLC

Fee-Only (% of Portfolio)

Presidio Investors manages investments for private investment funds, seeking opportunities in privately held companies. They focus on value creation in the lower middle market, targeting companies with revenues between $10 and $200 million and EBITDA less than $20 million. Presidio Investors primarily focuses on the technology, media services, and financial services sectors. They pursue control buyouts and co-investments with other firms.

Assets Under Management$980M
Clients12
AdvisorsN/A
Avg. per Client$82M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Presidio Investors manages investments for private funds and charges a management fee equal to 2.0% per year of the aggregate commitments of the interests of each fund held by investors, paid semi-annually in advance, commencing as of the initial draw down. After the fifth anniversary of the initial draw down date, the Management Fee payment shall step down to 2.0% per annum of invested capital and shall be adjusted as appropriate on a quarterly basis. Presidio Investors and/or a General Partner will also receive performance-based compensation of up to 20%.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Presidio Investors LLC | TrueAdvisor