AdvisorCensus / Financial advisors / New York / New York / Precession Capital Management, LLC
Precession Capital Management, LLC
Filed as PRECESSION CAPITAL MANAGEMENT, LLC
Precession Capital Management, LLC is a state-registered investment advisory firm in New York, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2024.
Quick answers
From the filingHow is Precession Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Precession Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Precession Capital Management, LLC located?
Precession Capital Management, LLC's principal office is in New York, NY, according to its Form ADV.
Is Precession Capital Management, LLC registered with the SEC or a state?
Precession Capital Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 318189.
How much does Precession Capital Management, LLC manage?
Precession Capital Management, LLC reports $20,825,135 in regulatory assets under management in its Form ADV filing dated June 26, 2024 (100% discretionary).
How have Precession Capital Management, LLC's assets and staff changed since 2022?
In the Form ADV data for Precession Capital Management, LLC: Regulatory assets under management: $29,625,385 in the October 2022 data and $20,825,135 in the October 2026 data, down 30%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Precession Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (9).
Does Precession Capital Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318189
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$20,825,135 as of October 2026, filing dated June 26, 2024.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $20,825,135 | 1 | June 26, 2024 |
| October 2023 | $25,859,477 | 1 | March 17, 2023 |
| October 2022 | $29,625,385 | 1 | August 8, 2022 |
Regulatory assets under management: $29,625,385 in the October 2022 data and $20,825,135 in the October 2026 data, down 30%.
Total employees: 1 in October 2022 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Precession Capital Management, LLC (CRD 318189): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/precession-capital-management-llc-new-york-ny-318189