Presidio Partners provides investment advisory services to private pooled investment funds, focusing on venture capital investments in high technology, life science, and energy & materials companies. Presidio offers portfolio management services, including investment strategy, asset allocation, asset selection, risk tolerance, and regular portfolio monitoring. Presidio generally has broad and flexible investment authority with respect to the Funds.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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