RIA Intelligence

PRESIDIO ASSET MANAGEMENT LLC

CRD #108770 SEC #801-58054 SAN ANTONIO, TX 210-732-8600
SEC Registered
Total AUM
$83.9M
Discretionary
$83.9M
Employees
5
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WHITE, CHARLES, MATTHEWIPRESIDENT & CFONA Control
WHITE, CHARLES, MATTHEWIPRESIDENT & CFONA Control
RESENDEZ, CARLOS, NMNICHAIRMAN & CEOD Control
RESENDEZ, CARLOS, NMNICHAIRMAN & CEOD Control
RESENDEZ, CARLOS, NMNICHAIRMAN & CEOD Control
RESENDEZ, CARLOS, NMNICHAIRMAN & CEOD Control
AVATAR INVESTORS ASSOCIATES CORPDEMEMBERC Control
AVATAR INVESTORS ASSOCIATES CORPDEMEMBERC Control
BABBITT, EDWARD, STURGESIMINORITY MEMBER SHAREHOLDERC Control
BABBITT, EDWARD, STURGESIMINORITY MEMBER SHAREHOLDERC Control
HALL, ART, ALCAUSINIPRESIDENT AND CFOC Control
HALL, ART, ALCAUSINIPRESIDENT,CFO & CCOC Control
RESENDEZ, CAROLYN, P.IVICE PRESIDENT/SECRETARYB Control
RESENDEZ, CAROLYN, P.IVICE PRESIDENT/SECRETARYB Control

Registrations

Federal

IA
Apr 30, 2002 REGISTERED

Notice Filings (5)

HI IN MD OH TX

Address

4414 CENTERVIEW DRIVE
SUITE 226
SAN ANTONIO, TX 78228
USA
Phone: 210-732-8600