AUMdb

Precidian Funds Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 156974 · SEC file 801-130456 · Newtown, PA · WWW.PRECIDIANFUNDS.COM
☆ Save with Pro ADV data as of Jan 07, 2026
Regulatory AUM
$17.0M
Discretionary
$0
Clients
11
Avg AUM / client
$1.5M
Accounts
11
Employees
3

AUM over time

$10 $201M
Feb 15, 2012 Jan 7, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 07, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 11 $17.0M 100.0%

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Mccabe, Daniel Chief Executive Officer Apr 2005 (21y) ≈ 18.75% – 50% via Precidian Investments Llc
Criscitello, Mark, Steven Chief Financial Officer And Chief Compliance Officer May 2010 (16y) Less than 5%
Thomas, John, Stuart Chief Operating Officer May 2010 (16y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Precidian Investments Llc Managing Member May 2010 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Mccabe, Daniel: 25% – 50% of Precidian Investments Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/07/2026 902 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.

View current Form ADV (SEC/IAPD) ↗