PRESIDIUM RETIREMENT ADVISERS, INC.
SEC file number 801-65318
· CHARLOTTE, NC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$112M
Discretionary AUM
$16.3M
Employees
1
Clients
—
Firm
- Address
- 13024 BALLANTYNE CORPORATE PLACE
CHARLOTTE, NC 28277 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- IP Presidium Beach Blvd REIT, LLC Low name-match confidence · CIK 2109347 · TX
- IP Presidium Tech Ridge REIT, LLC Low name-match confidence · CIK 2109407 · TX
-
IP Presidium Tech Ridge REIT, LLC · D · Feb 12, 2026$115K
-
IP Presidium Beach Blvd REIT, LLC · D · Feb 12, 2026$115K