SourcingSourcing

PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC

C41
CRD 137980·SEC 801-66042·NEW YORK, NY
AUM
$582.9M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$14.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC
CRD
137980
SEC file #
801-66042
EIN
980572542
DBA names
Praesidium Investment Management

Economics

AUM
$582.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.58B → $582.9M▼ -63%
Client mix
Other5
Pooled Investment Vehicles3

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORAM, KEVIN, SEAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ORAM, KEVIN, SEAN
UDDO, PETER, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:praesidium.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001504014
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2010-11-08
Edgar Last Filing Date
2022-09-30
Edgar Form D Count
15
Edgar Form D Offerings
2022-09-302022-09-30 · 0001315863-22-000633
2021-10-012021-10-01 · 0001315863-21-000774

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust6
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
C/O INTERTRUST CORP SERV (CAYMAN) LTD190 ELGIN AVENUEGEORGE TOWN, GRAND CAYMAN, E9, KY1-9005
Business
C/O INTERTRUST CORP SERV (CAYMAN) LTD190 ELGIN AVENUEGEORGE TOWN, GRAND CAYMAN, E9, KY1-9005
Edgar EIN
980572542
Edgar Recent Filings
D/A2022-09-30 · 0001315863-22-000633
D/A2021-10-01 · 0001315863-21-000774
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2090994
Trust Company Affiliate
No

People (3)

3
ORAM, KEVIN, SEAN
Direct Owner · 62.5%
2090994
UDDO, PETER, JOSEPH
Direct Owner · 62.5%
5066683
SCOTT, JOHN, ROGER
Executive Officer · 2.5%
5066688