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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$20.8MItem 5.F on the latest filing (2024-06-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$20.8M

Private client RAUM

$20.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$20.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

9

High net worth clients

9

SEC number

801-123182

CRD

318189

Filings on the tape

12

First filed

Jan 6, 2022

Latest filed

Jun 26, 2024

Organised

Limited Liability Company, Delaware

• Occurred

  Jan 6, 2022
  First Form ADV filing

  Precession Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bee6f087-df94-991e-6e1f-42c7445b3346

First observed

Jan 6, 2022

Last observed

Jun 26, 2024 27 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.