DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
P••••••• I•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jul 28, 2020 · 12 filings
SEC status approved since Aug 28, 2020
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.1B as of Mar 30, 2026
Mar 31, 2021$390M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20210 then
Employees (5.A)13 as of Mar 30, 2026
Mar 31, 20218 then
Private funds14 as of Mar 30, 2026
Mar 31, 20218 then
RAUM +11% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $78.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••••• I•••••••• F••• I• L• | Private Equity Fund | $288M | 45 | Jul 28, 2020 |
| P••••••• I•••••••• G•• L• | Private Equity Fund | $141M | 7 | Jul 28, 2020 |
| P••••••• I•••••••• E•• C• L• | Private Equity Fund | $125M | 34 | Mar 21, 2023 |
| P••••••• I•••••••• P•• L• | Private Equity Fund | $98.5M | 2 | Jul 28, 2020 |
| P••••••• I•••••••• R•• L• | Private Equity Fund | $83.7M | 3 | Mar 31, 2022 |
| P••••••• I•••••••• E•• L•no longer reported | Private Equity Fund | $68.0M | 4 | Jul 28, 2020 |
| P••••••• I•••••••• B•• L• | Private Equity Fund | $21.7M | 3 | Jul 28, 2020 |
| P••••••• I•••••••• A•• L• | Private Equity Fund | $11.4M | 9 | Jul 28, 2020 |
| P••••••• I•••••••• E•• G• R•••••••• L• | Private Equity Fund | $5.6M | 2 | Mar 29, 2024 |
| P••••••• I•••••••• A•• L• | Private Equity Fund | $2.5M | 2 | Mar 29, 2024 |
| P••••••• I•••••••• F••• I• L• | Private Equity Fund | $1.9M | 61 | Jul 28, 2020 |
| P••••••• I••••••••• I•••••••• I• L••no longer reported | Private Equity Fund | $815,029 | 44 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• V•••••• L••••• · Managing Membercontrolsince 06/2020 · owns 10% to 25%
- P•••••••• C••••••••• N•• · Managing Membercontrolsince 03/2018 · owns 25% to 50%
- S•••••• K•••• M•••••• · Managing Membercontrolsince 12/2013 · owns 25% to 50%
- Y•••• Y•••••• N•• · Chief Compliance Officercontrolsince 05/2024 · owns less than 5%
Related persons
Schedule D 7.A
- P••••••• I•••••••• A•• G• L••pooled vehicle sponsory
- P••••••• I•••••••• A•• G• L••pooled vehicle sponsory
- P••••••• I•••••••• B•• G• L••pooled vehicle sponsory
- P••••••• I•••••••• E•• C• G• L••pooled vehicle sponsory
- P••••••• I•••••••• E•• C• G• R••••••• L••pooled vehicle sponsory
- P••••••• I•••••••• F••• I• G• L••pooled vehicle sponsory
- P••••••• I•••••••• G•• G• L••pooled vehicle sponsory
- P••••••• I•••••••• P•• G• L••pooled vehicle sponsory
- P••••••• I•••••••• R•• G• L••pooled vehicle sponsorn
Advisers that list P••••••• I•••••••• L•• as a related person
- 108531 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 12 to 14Mar 26, 2025 to Mar 30, 2026
- Advisory employees · 7 to 8Mar 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 12 to 14Mar 26, 2025 to Mar 30, 2026
- Employees · 11 to 13Mar 26, 2025 to Mar 30, 2026
- Private funds · 12 to 14Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $985M to $1.1BMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $985M to $1.1BMar 26, 2025 to Mar 30, 2026
- RAUM · $985M to $1.1BMar 26, 2025 to Mar 30, 2026
- Accounts · 9 to 12May 20, 2024 to Mar 26, 2025
- Advisory employees · 9 to 7May 20, 2024 to Mar 26, 2025
- Pooled vehicle clients · 9 to 12May 20, 2024 to Mar 26, 2025
- Employees · 14 to 11May 20, 2024 to Mar 26, 2025
- Financial planning clients · unset to May 20, 2024 to Mar 26, 2025
- Private funds · 9 to 12May 20, 2024 to Mar 26, 2025
- Discretionary RAUM · $778M to $985MMay 20, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $778M to $985MMay 20, 2024 to Mar 26, 2025
- RAUM · $778M to $985MMay 20, 2024 to Mar 26, 2025
- Advisory employees · 8 to 9Feb 12, 2024 to Mar 29, 2024
- Employees · 9 to 14Feb 12, 2024 to Mar 29, 2024
- Private funds · 8 to 9Feb 12, 2024 to Mar 29, 2024
- Discretionary RAUM · $604M to $778MFeb 12, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $604M to $778MFeb 12, 2024 to Mar 29, 2024
- RAUM · $604M to $778MFeb 12, 2024 to Mar 29, 2024
- Pooled vehicle clients · 10 to 9Mar 21, 2023 to Apr 25, 2023
- Private funds · 9 to 8Mar 21, 2023 to Apr 25, 2023
- Discretionary RAUM · $604M to $604MMar 21, 2023 to Apr 25, 2023
- Pooled vehicle RAUM · $604M to $604MMar 21, 2023 to Apr 25, 2023
- RAUM · $604M to $604MMar 21, 2023 to Apr 25, 2023
- Pooled vehicle clients · 9 to 10Mar 31, 2022 to Mar 21, 2023
- Discretionary RAUM · $539M to $604MMar 31, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $539M to $604MMar 31, 2022 to Mar 21, 2023
- RAUM · $539M to $604MMar 31, 2022 to Mar 21, 2023
- Accounts · 7 to 9Jul 14, 2021 to Mar 31, 2022
- Advisory employees · 7 to 8Jul 14, 2021 to Mar 31, 2022
- Pooled vehicle clients · 7 to 9Jul 14, 2021 to Mar 31, 2022
- Employees · 8 to 9Jul 14, 2021 to Mar 31, 2022
- Private funds · 8 to 9Jul 14, 2021 to Mar 31, 2022
- Discretionary RAUM · $390M to $539MJul 14, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $390M to $539MJul 14, 2021 to Mar 31, 2022
- RAUM · $390M to $539MJul 14, 2021 to Mar 31, 2022
Signals
5 dated events
- P••••••• I•••••••• L•• reported RAUM $984.8M, up 27% from $778.3M (2024-05-20 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Nmn Yvonne Yang (Chief Compliance Officer) appeared on Schedule A of P••••••• I•••••••• L••May 20, 2024 · Control person joined · fact
- P••••••• I•••••••• L•• reported RAUM $778.3M, up 29% from $603.5M (2024-02-12 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- P••••••• I•••••••• L•• reported RAUM $539.0M, up 38% from $389.6M (2021-07-14 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- P••••••• I•••••••• L•• filed its initial SEC registration (Form ADV)Jul 28, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P••••••• I•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- P••••••• I•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/presidio-investorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-772-1725reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026