Investment adviser · CRD 160841

PRESIDIO INVESTORS LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$1.09B
Form ADV · Item 5.F
Client accounts
14
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles14$1,094,238,118100.0%
Filing source

Form ADV 2073731 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

17 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PRESIDIO INVESTORS FUND II LPPrivate Equity Fund · Last reported Mar 30, 2026$312MGross asset value
Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-3075716827
Reported beneficial owners
45
Minimum commitment
$25K
Form D file number
021-106874

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESIDIO INVESTORS ELV CV LPPrivate Equity Fund · Last reported Mar 30, 2026$177MGross asset value

Form D fundraising filings

PRESIDIO INVESTORS ELV CONTINUATION FUND, LP

Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-7445360502
Reported beneficial owners
36
Minimum commitment
$25K
Form D file number
021-469697

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESIDIO INVESTORS GPF LPPrivate Equity Fund · Last reported Mar 30, 2026$153MGross asset value

Form D fundraising filings

Presidio Investors GPF, LP

Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-3207306192
Reported beneficial owners
7
Minimum commitment
$25K
Form D file number
021-320079

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESIDIO INVESTORS PPI LPPrivate Equity Fund · Last reported Mar 30, 2026$143MGross asset value

Form D fundraising filings

Presidio Investors PPI, LP

Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-2189345008
Reported beneficial owners
2
Minimum commitment
$25K
Form D file number
021-334402

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESIDIO INVESTORS FUND III LPPrivate Equity Fund · Last reported Mar 30, 2026$135MGross asset value

Form D fundraising filings

Presidio Investors Fund III, L.P.

Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Marketer SUTTON HILL PITTSURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-5627812147
Reported beneficial owners
21
Minimum commitment
$25K
Form D file number
021-526652

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESIDIO INVESTORS RTS LPPrivate Equity Fund · Last reported Mar 30, 2026$102MGross asset value
Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-3910885056
Reported beneficial owners
4
Minimum commitment
$25K

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESIDIO INVESTOR HV CALCIO, LPPrivate Equity Fund · Last reported Mar 30, 2026$33.6MGross asset value
Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Fund details & source
Fund ID
805-9223860506
Reported beneficial owners
28
Minimum commitment
$25K

Form ADV 2073731 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

515 CONGRESS AVENUE, SUITE 1985
AUSTIN, TX, 78701, United States

CRD 160841

Filing source

Form ADV 2073731 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.