PRESIDIO CAPITAL ADVISORS LLC
CRD #108531 SEC #801-55261 SAN FRANCISCO, CA 415-449-1000
SEC Registered
Total AUM
$4.1B
Discretionary
$1.2B
Employees
28
Clients
0
Accounts
265
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 18, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOSCACCI, PAUL, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| BOSCACCI, PAUL, J | I | HEAD OF OPERATIONS | NA | |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | PRESIDENT/CEO | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| COBB, BRODIE, LYLE | I | EXECUTIVE CHAIRMAN | NA | Control |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| EMIG, THOMAS, JOSEPH | I | CFO | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| FOLEY, ANN, MARIE | I | CCO | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF PWM | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF PWM | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF PWM | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF PWM | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF PWM | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| PALMER, MARK, RAYMOND | I | HEAD OF CAPITAL ADVISORS | NA | |
| SCHADE, KARL, M. | I | CEO/MANAGING DIRECTOR | NA | Control |
| SCHADE, KARL, M. | I | CEO/MANAGING DIRECTOR | NA | Control |
| SCHADE, KARL, M. | I | INTERIM CEO | NA | Control |
| SCHADE, KARL, M. | I | CEO/MANAGING DIRECTOR | NA | Control |
| SCHADE, KARL, M. | I | CEO/MANAGING DIRECTOR | NA | Control |
| SCHADE, KARL, M. | I | CEO/MANAGING DIRECTOR | NA | Control |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| SQUIER, ROGER, WILLIAMS | I | CHIEF FINANCIAL OFFICER | NA | |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZLOT, JEFFREY, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP | DE | MEMBER | E | Control |
| PRESIDIO PERSONAL FINANCE LLC | DE | MEMBER | E | Control |
| PRESIDIO PERSONAL FINANCE LLC | DE | MEMBER | E | Control |
| PRESIDIO PERSONAL FINANCE LLC | DE | MEMBER | E | Control |
| PRESIDIO STRATEGIES LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | E | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | E | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | E | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO STRATEGIES LLC | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | PRESIDIO PERSONAL FINANCE LLC | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | PRESIDIO PERSONAL FINANCE LLC | E | Control |
| PRESIDIO FINANCIAL PARTNERS LLC | DE | PRESIDIO PERSONAL FINANCE LLC | E | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
| COBB, BRODIE, LYLE | I | PRESIDIO FINANCIAL PARTNERS LLC | D | Control |
Registrations
Federal
IA
Apr 18, 2016 REGISTERED
Notice Filings (11)
CA FL IL LA MD NM NV NY TX VA WA
Address
101 CALIFORNIA STREET 12TH FLOORSAN FRANCISCO, CA 94111
United States
Phone: 415-449-1000