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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PRESIDIO CAPITAL ADVISORS LLC

CRD 108531

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d50cd86-388c-9523-80c5-cc840500c23e

Data as of Apr 18, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2012 to Apr 18, 2016
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.1BItem 5.F on the latest filing (2016-04-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 28
Advisory employees: 22
Accounts: 265
SEC number: 801-55261
CRD: 108531
Filings on the tape: 17
First filed: Jan 13, 2012
Latest filed: Apr 18, 2016
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COBB, BRODIE, LYLE	Member	D	yes	01/1998	Jan 13, 2012	Apr 18, 2016
COBB, BRODIE, LYLE	EXECUTIVE CHAIRMAN	Na	yes	12/2013	Jan 13, 2012	Apr 18, 2016
PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP	Member	E	yes	01/2005	Jan 13, 2012	Apr 18, 2016
EMIG, THOMAS, JOSEPH	Cfo	Na	no	12/2013	Feb 3, 2014	Apr 18, 2016
FOLEY, ANN, MARIE	Cco	Na	no	02/2014	Jan 13, 2012	Apr 18, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRESIDIO INVESTORS LLC	n/a	Asset manager	$1.1B	N	no	n/a
PRESIDIO MERCHANT PARTNERS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bethesda	Md	United States	n/a	no
Dallas	TX	United States	n/a	no
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 31, 2016	$4.1B	$1.2B	28	22	n/a	n/a	n/a
2014	Mar 31, 2015	$4.4B	$1.1B	27	24	n/a	n/a	n/a
2013	Mar 28, 2014	$4.0B	$409M	23	20	n/a	n/a	n/a
2012	Mar 28, 2013	$3.6B	$39.1M	24	20	n/a	n/a	n/a
2011	Mar 29, 2012	$3.7B	$4.1M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$4.1B	$4.4B	-8.2%	$3.6B	4.7%	28	27	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AERIE ADVISORY GROUP LLC	2	Oct 3, 2016	May 16, 2025	SAN FRANCISCO, CA	Team lift out	Other	40.0%

Relationships

Affiliated with (1)

→ PRESIDIO INVESTORS LLCRegistered adviserother investment adviser
factForm ADV

Owns (2)

← FOLEY, ANN, MARIEOwnerCCO, ownership code NA, individual
Jan 13, 2012 to presentfactForm ADV
← EMIG, THOMAS, JOSEPHOwnerCFO, ownership code NA, individual
Feb 3, 2014 to presentfactForm ADV

Controls (2)

← COBB, BRODIE, LYLEOwnerMEMBER, ownership code D, individual
Jan 13, 2012 to presentfactForm ADV
← PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUPOwnerMEMBER, ownership code E, domestic entity
Jan 13, 2012 to presentfactForm ADV

Moved with (1)

→ AERIE ADVISORY GROUP LLCRegistered adviser2 advisors, team lift out, same day
Oct 3, 2016 to May 16, 2025factForm ADV

Registered with (14)

← KELLY S LAWSONAdvisorregistration: previous registration
Oct 28, 2008 to Oct 3, 2016factForm ADV
← SAMANTHA L DEANAdvisorregistration: previous registration
Dec 5, 2014 to Oct 3, 2016factForm ADV
← BRIAN ANDREW PIERSONAdvisorregistration: previous registration
Dec 5, 2014 to Oct 3, 2016factForm ADV
← JEROME C DERENAdvisorregistration: previous registration
May 24, 2007 to Oct 3, 2016factForm ADV
← MARK DAVID GUINNEYAdvisorregistration: previous registration
Dec 6, 2010 to Oct 3, 2016factForm ADV
← Stephen Fred ConteAdvisorregistration: previous registration
May 7, 2014 to Sep 30, 2016factForm ADV
← JAMES MICHAEL TIERNEYAdvisorregistration: previous registration
Jan 7, 2005 to Dec 10, 2013factForm ADV
← MARK RAYMOND PALMERAdvisorregistration: previous registration
Nov 17, 2010 to Dec 10, 2013factForm ADV
← YUVAL SHENKARAdvisorregistration: previous registration
Jul 28, 2004 to Dec 10, 2013factForm ADV
← JAMES JAY HAUSBERGAdvisorregistration: previous registration
Jan 6, 2005 to Feb 21, 2012factForm ADV
← TYLER M BROCKAdvisorregistration: previous registration
Aug 26, 2009 to Dec 3, 2010factForm ADV
← RALPH MELVILLE DRYBROUGHAdvisorregistration: previous registration
Jul 8, 2005 to Jun 19, 2008factForm ADV
← MICHAEL HOWARD RUSSOAdvisorregistration: previous registration
Mar 30, 2007 to Apr 23, 2007factForm ADV
← JUSTIN MICHAEL BROOKSAdvisorregistration: previous registration
Sep 14, 2004 to Apr 25, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d50cd86-388c-9523-80c5-cc840500c23e
First observed: Jan 13, 2012
Last observed: Apr 18, 2016 126 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRESIDIO CAPITAL ADVISORS LLC

CRD 108531

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d50cd86-388c-9523-80c5-cc840500c23e

Data as of Apr 18, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COBB, BRODIE, LYLE

Member

yes

01/1998

Jan 13, 2012

Apr 18, 2016

COBB, BRODIE, LYLE

EXECUTIVE CHAIRMAN

yes

12/2013

Jan 13, 2012

Apr 18, 2016

PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP

Member

yes

01/2005

Jan 13, 2012

Apr 18, 2016

EMIG, THOMAS, JOSEPH

Cfo

12/2013

Feb 3, 2014

Apr 18, 2016

FOLEY, ANN, MARIE

Cco

02/2014

Jan 13, 2012

Apr 18, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRESIDIO INVESTORS LLC

n/a

Asset manager

$1.1B

n/a

PRESIDIO MERCHANT PARTNERS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bethesda

United States

n/a

Dallas

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 31, 2016

$4.1B

$1.2B

n/a

2014

Mar 31, 2015

$4.4B

$1.1B

n/a

2013

Mar 28, 2014

$4.0B

$409M

n/a

2012

Mar 28, 2013

$3.6B

$39.1M

n/a

2011

Mar 29, 2012

$3.7B

$4.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$4.1B

$4.4B

-8.2%

$3.6B

4.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AERIE ADVISORY GROUP LLC

Oct 3, 2016

May 16, 2025

SAN FRANCISCO, CA

Team lift out

Other

40.0%