$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember foundation
- Established Date
- 02-28-2025
- Office Locations
- 2
Office Locations
4630 North Loop 1604 W Suite #514 SAN Antonio TX
5718 Westheimer Road STE #1000 Houston TX
About Praestantia Capital, LLC
Praestantia Capital, LLC is a San Antonio-based investment advisor providing asset management and financial planning for retail and institutional clients, including business owners. The firm emphasizes risk management and implements portfolios primarily with ETFs and mutual funds, with annuity solutions as part of its toolkit. Clients have access to a dedicated Masttro login portal.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$435.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Signal vital Signal momentum Pioneer Harbor
Client Personas
Alpha vertex Matrix zenith
Custodian
Meridian pathway Unison insight Atlas
Investment Themes
Horizon vital Foundation Catalyst Momentum Pathway catalyst
Investment Vehicles
Value Alpha summit
Services
Horizon element Focus prime Optima North vital Eagle
Technology
Zenith eagle
Owner & Executives
R
Rodrigo de los Santos
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6801588
- Ownership
- Less than 5%
(251) 985-2757
meridian.catalyst@insightcapital.com
in linkedin.com/in/catalyst-alpha
SANTIAGO VIDALES HILDEBRANDT
MANAGING PRINCIPAL
- CRD
- #6538383
- Ownership
- Less than 5%
(730) 518-5865
momentum.value@optimacapital.com
in linkedin.com/in/vertex-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,400,889 | $163,636 |
| Non-Discretionary | $5,669 | -- |
| Total | $7,406,558 | $163,636 |
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Separately Managed Accounts
Total SMA Asset: $7,406,558
Equity - Exchange:
20.6% Equity - OTC:
54.7% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,560,000,588 | 20.6% |
| Equity - OTC | $4,142,331,658 | 54.7% |
| Cash | $1,870,486,142 | 24.7% |
| Total | $7,572,818,388 | 100.0% |