PRAESIDIUM INVESTMENT MANAGEMENT

Latest filing: Mar 26, 2025 (88 days ago)

AUM

$693,501,253
-23% change vs. 1 year ago
-66% change vs. 3 years ago
-65% change vs. 5 years ago
-47% change vs. 10 years ago

Employee Count

11
-8% change vs. 1 year ago
-15% change vs. 3 years ago
-21% change vs. 5 years ago
22% change vs. 10 years ago

Main Office

NEW YORK, NY
1411 BROADWAY, NEW YORK, NY, UNITED STATES, 10018

Client AUM

Discretion AUM
Discretionary $0.7
Non-Discretionary $0.0
Total $0.7
Client AUM
Retail $0.0
Pooled $0.2
Institutional $0.5
Total $0.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
THE BANK OF NEW YORK MELLON NEW YORK-NY-USA $0.3
NORTHERN TRUST COMPANY CHICAGO-IL-USA $0.3
STATE STREET BANK AND TRUST BOSTON-MA-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.5
Retail SMA AUM $0.0
Institutional SMA AUM $0.5
Asset Class % AUM
Equity Exch 88% $0.4
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 12% $0.1
Other 0% $0.0
Total 100% $0.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
PRAESIDIUM SOFTWARE ADVISORS, LLC $0.0 -
PRAESIDIUM ADVISORS, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

3 active

Name Title
ORAM, KEVIN, SEAN MANAGING MEMBER
UDDO, PETER, JOSEPH MANAGING MEMBER
SCOTT, JOHN, ROGER CHIEF OPERATING AND FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $0.7 $0.0 0% 11 0 0%
2025-04-21 $0.7 $0.0 0% 11 0 0%
2024-04-02 $0.9 -$0.2 -23% 12 -1 -8%
2023-04-04 $1.2 -$0.5 -43% 14 -3 -21%
2022-04-01 $2.0 -$1.3 -66% 13 -2 -15%
2021-04-05 $2.2 -$1.6 -69% 13 -2 -15%
2020-04-01 $2.0 -$1.3 -65% 14 -3 -21%
2019-04-01 $1.6 -$0.9 -56% 11 0 0%
2018-04-02 $1.5 -$0.8 -53% 11 0 0%
2017-04-01 $1.3 -$0.6 -48% 10 1 10%
2016-04-01 $1.2 -$0.6 -44% 9 2 22%
2015-04-01 $1.3 -$0.6 -47% 9 2 22%
2014-04-01 $1.4 -$0.7 -50% 9 2 22%
2013-04-01 $1.1 -$0.5 -39% 8 3 38%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV