# Praesidium Investment Management

> Praesidium Investment Management is an SEC-registered investment advisory firm in New York, NY, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 137980
- Filed as: PRAESIDIUM INVESTMENT MANAGEMENT
- Legal name: Praesidium Investment Management Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137980
- AdvisorCensus page: https://advisorcensus.com/firm/praesidium-investment-management-new-york-ny-137980

## Quick answers

**How is Praesidium Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Praesidium Investment Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Praesidium Investment Management located?**
Praesidium Investment Management's principal office is in New York, NY, according to its Form ADV.

**Is Praesidium Investment Management registered with the SEC or a state?**
Praesidium Investment Management is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 137980.

**How much does Praesidium Investment Management manage?**
Praesidium Investment Management reports $582,904,963 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Praesidium Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Praesidium Investment Management: Regulatory assets under management: $2,247,635,999 in the October 2021 data and $582,904,963 in the October 2026 data, down 74%. Total employees: 13 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Praesidium Investment Management serve?**
By number of clients on Form ADV Item 5.D: other (5); pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Praesidium Investment Management use?**
Praesidium Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Praesidium Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137980

**What changed in Praesidium Investment Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $693,501,253 to $582,904,963 (-16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $582,904,963
- Discretionary: $582,904,963
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $187,425,840 |
| Other | 5 | $395,479,123 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (20 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [praesidiumim.com](https://praesidiumim.com)
- LinkedIn @praesidium-investment-management-company-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,247,635,999 | 13 | March 31, 2021 |
| October 2022 | $2,032,297,631 | 13 | March 29, 2022 |
| October 2023 | $1,220,621,279 | 14 | March 30, 2023 |
| October 2024 | $897,508,542 | 12 | March 26, 2024 |
| October 2025 | $693,501,253 | 11 | March 26, 2025 |
| October 2026 | $582,904,963 | 11 | March 24, 2026 |

Regulatory assets under management: $2,247,635,999 in the October 2021 data and $582,904,963 in the October 2026 data, down 74%.
Total employees: 13 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $693,501,253 to $582,904,963 (-16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Praesidium Investment Management (CRD 137980): Form ADV filing data as of October 2026.