Park Presidio Capital Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 6
- Avg AUM / client
- $275M
- Accounts
- 8
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $824M | 50.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.3M | 0.08% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $822M | 49.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $560M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Park Presidio Capital Master Fund, L.P. master | Hedge Fund | Cayman Islands | $560M | 51 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hicks, Lee, T | Senior Manager / Co Chief Investment Officer | May 2013 (13y) | Less than 5% | |
| Hicks, Katie, B | Trustee | Nov 2013 (13y) | ≈ 28.13% – 75% via The Lee T. Hicks And Katherine B. Hicks Revocable Trust Dated November 8, 2013 | |
| Huang, Jonathan, O | Chief Financial Officer / Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Yara, Clinton, I | Senior Manager / Co Chief Investment Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leeland Family Limited Partnership | Member | Nov 2013 | A | 75% or more |
| The Lee T. Hicks And Katherine B. Hicks Revocable Trust Dated November 8, 2013 | Limited Partner | Nov 2013 | B | ≈ 56.25% – 100% via Leeland Family Limited Partnership |
| Leeland Family Gp, Llc | General Partner | Nov 2013 | B | GP / trustee / elected manager of Leeland Family Limited Partnership (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hicks, Katie, B: 50% – 75% of The Lee T. Hicks And Katherine B. Hicks Revocable Trust Dated November 8, 2013 × 75% – 100% of Leeland Family Limited Partnership × 75% – 100% direct ≈ 28.13% – 75% of the firm
- The Lee T. Hicks And Katherine B. Hicks Revocable Trust Dated November 8, 2013: 75% – 100% of Leeland Family Limited Partnership × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (1, $560M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Park Presidio Capital Master Fund, L.P. | Hedge Fund | $560M | $1.0M | 51 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.51 MB | 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
- • Performance-based fees
- • Other fees
- • PERFORMANCE-BASED PROFIT ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Citibank $542M (33% of AUM) Mar 2026
- Morgan Stanley $280M (17% of AUM) Mar 2026
- Charles Schwab & Co. $1.1M (0% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗