Bank / Wealth / Trust

Presidium Partners

Presidium Partners was a California-based wealth manager. It was acquired in Q1 2022 by Summit Global Investments. No additional operations information is available.

Presidium Partners

Presidium Partners was a California-based wealth manager. It was acquired in Q1 2022 by Summit Global Investments. No additional operations information is available.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Location

Region

Country

City

San Ramon

Corporate office

2400 Camino Ramon Suite 178

Frequently asked questions

What is Presidium Partners?

Presidium Partners is a bank / wealth / trust headquartered in San Ramon.

Where is Presidium Partners headquartered?

Presidium Partners is headquartered in San Ramon.

What does Altss track for Presidium Partners?

Altss maintains an OSINT-verified profile of Presidium Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Presidium Partners's website?

Presidium Partners's public website is www.presidiumpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Presidium Partners?

Presidium Partners is classified by Altss as a Bank / Wealth / Trust.

How does Altss source intelligence on Presidium Partners?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Presidium Partners?

Presidium Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classLive OSINT deal alerts
Start your free trial

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo