Mutual Fund
Investors should consider the Presidio Multi-Strategy Fund’s investment objectives, risks, and charges and expenses carefully before investing. Please click here to read the prospectus, which contains this and other information about the Fund. Read the prospectus carefully before investing.
Shares in the Fund may be purchased directly from Presidio Capital Investments and through other intermediaries including Charles Schwab Institutional/Retail and Pershing, among others.
To purchase directly, download, complete, and mail one of the following applicable forms:
- Presidio Fund Application
- Presidio Fund IRA/ROTH Application
- Presidio Fund IRA/ROTH Disclosure Document
- Presidio Fund SEP-IRA Application
- Presidio Fund SEP-IRA Disclosure Document
If you prefer, you can request an application and prospectus be mailed to you through Shareholder Services by calling (800) 773-3863 or emailing us at info@presidio-cap.com.
Private Accounts
Presidio Capital Investments manages private account portfolios for individuals and institutions using the same investment philosophy by which the Presidio Fund is managed. Account minimums for this service range from $1 million to $10 million depending on account type. If you qualify and want to receive material describing this service please contact us directly at (650) 341-1019 or email us at info@presidio-cap.com.