P
$20.8M Total AUM
$20.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Hilltop Securities · JP Morgan · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2024
- Office Locations
- 1
Office Locations
530 West 149th Street NEW York NY
About Precession Capital Management, LLC
Precession Capital Management, LLC is a NEW York-based RIA. The firm has been operating for 2 years. Managing $20.8M in total assets under management, with 1 advisory representatives. They custody assets with Hilltop Securities and JP Morgan.
Team overview
-- AVG AGE
$20.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
A
ADAM JOSEPH YOUNG
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4883799
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,825,135 | $2,313,904 |
| Non-Discretionary | $0 | -- |
| Total | $20,825,135 | $2,313,904 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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