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
Client accounts: 14
Employees: 13
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	14	$1,094,238,118	100.0%

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 RTS II LPPrivate Equity Fund · Last reported Mar 30, 2026$24.9MGross 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: 805-5237934562
Reported beneficial owners: 2
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 INVESTORS ELV GP ROLLOVER, LPPrivate Equity Fund · Last reported Mar 30, 2026$8.13MGross asset value

Fund administrator PRESIDIO INVESTORS LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Custodian BRIDGE BANK, A DIVISION OF WESTERN ALLIANCE BANK SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-1033513131
Reported beneficial owners: 2
Minimum commitment: $0

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 A, LPPrivate Equity Fund · Last reported Mar 30, 2026$4.72MGross asset value

Fund administrator IQEQ CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MOSS ADAM 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 ADAM LLP
PCAOB 659

Fund details & source

Fund ID: 805-1143431688
Reported beneficial owners: 19
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 INVESTORS ALM LPPrivate Equity Fund · Last reported Mar 30, 2026$2.89MGross 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: 805-5589118343
Reported beneficial owners: 2
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 INVESTORS BRV LPPrivate Equity Fund · Last reported Mar 30, 2026$65.6KGross 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: 805-1585507270
Reported beneficial owners: 3
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 INVESTORS TOA LPPrivate Equity Fund · Last reported Mar 30, 2026$6.02KGross asset value

Fund administrator PRESIDIO INVESTORS AUSTIN, Texas, United States Investor statements: No (provided to no investors) Related to adviser: Yes

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: 805-8806055869
Reported beneficial owners: 1
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 INVESTORS ATC LPPrivate Equity Fund · Last reported Mar 30, 2026$0Gross asset value

Form D fundraising filings

Presidio Investors ATC, 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: 805-1134043063
Reported beneficial owners: 9
Minimum commitment: $25K
Form D file number: 021-319793

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.