PRAESIDIUM INVESTMENT MANAGEMENT

PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC Legal Name

Adviser information for PRAESIDIUM INVESTMENT MANAGEMENT last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 12 $897.5M
Non-Discretionary 0 $0
Total 12 $897.5M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 3 $148.1M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 9 $749.4M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 17

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-66042
SEC ERA File Number 801-66042
SEC CIK Numbers 1320769
SEC CRD Numbers 137980
Legal Entity Identifier None

Principal Office

1411 BROADWAY
29TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 212-821-1490, Fax: 212-821-1494

Chief Compliance Officer

JOHN SCOTT
CHIEF OPERATING AND FINANCIAL OFFICER
1411 BROADWAY - 29TH FLOOR
NEW YORK
NY
United States
Tel: 212-821-1495
Fax: 212-821-1494
(Full email address available in API data)

Regulatory Contact

CAITLIN TENNANT
CONTROLLER
1411 BROADWAY
29TH FLOOR
NEW YORK
NY
United States
Tel: 212-821-1466
Fax: 212-821-1494
(Full email address available in API data)

Industry Affiliates

PRAESIDIUM ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
PRAESIDIUM SOFTWARE ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
PRAESIDIUM STRATEGIC OPPORTUNITIES FUND, LP Hedge Fund $74.1M $0.0M 12
PRAESIDIUM STRATEGIC SOFTWARE OPPORTUNITIES FUND, LP Hedge Fund $74.0M $0.0M 9

Control Persons

Name Type Entity Title Since Ownership
ORAM, KEVIN, SEAN Individual MANAGING MEMBER 02/2004 50-75%
UDDO, PETER, JOSEPH Individual MANAGING MEMBER 02/2004 50-75%
SCOTT, JOHN, ROGER Individual CHIEF OPERATING AND FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 02/2004 < 5%

No. Employees, Historic

2010020202021202220232024202514 on 3/27/202013 on 3/31/202113 on 3/29/202214 on 3/30/202312 on 3/26/2024

RAUM, Historic

3B2B02020202120222023202420251985120811 on 3/27/20202247635999 on 3/31/20212032297631 on 3/29/20221220621279 on 3/30/2023897508542 on 3/26/2024

No. Clients, Historic

4020020202021202220232024202531 on 3/27/202024 on 3/31/202122 on 3/29/202221 on 3/30/202312 on 3/26/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
CYBERARK SOFTWARE LTD SHS 54M 199K
ENDAVA PLC ADS 11M 384K
GXO LOGISTICS INCORPORATED COMMON STOCK 32M 636K
INTAPP INC COM 61M 2M
JABIL INC COM 47M 432K
JFROG LTD ORD SHS 44M 1M
MORNINGSTAR INC COM 29M 99K
PTC INC COM 69M 377K
SERVICENOW INC COM 71M 91K
TYLER TECHNOLOGIES INC COM 33M 65K
ZETA GLOBAL HOLDINGS CORP CL A 47M 3M
ZUORA INC COM CL A 27M 3M