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PARK PRESIDIO CAPITAL LLC

The Presidio Of San Francisco
One Letterman Drive, Suite C3-900
San Francisco, California 94129
Tel: 415-490-2520

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About PARK PRESIDIO CAPITAL LLC

PARK PRESIDIO CAPITAL LLC, formally registered with the SEC as PARK PRESIDIO CAPITAL LLC. The firm was established in 10/28/2013. They have over 1 offices throughout the country.

PARK PRESIDIO CAPITAL LLC is a San Francisco, California based Financial Planning firm with nearly $760,375,746 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168954
SEC#801-78726
Assets Managed by Firm$760,375,746
No. of Clients6
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PERFORMANCE-BASED PROFIT ALLOCATION)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (ADVISING INTERNAL PLAN)

Firm Client Information

No. of ClientsAUM
Firm Total6$760,375,746
Pension and profit sharing plansFewer than 5 clients$932,136

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