Praestantia Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,422,853
Clients
14
Advisors
2
of 2 employees
About
Praestantia Capital provides discretionary portfolio management and related advisory services primarily to high net worth individuals and to families, family offices, trusts, pension and corporate clients. The firm constructs individualized portfolios that may include individual equities and bonds, ETFs, options, REITs and alternative investments and monitors and rebalances accounts on an ongoing basis.
The firm’s investment process blends fundamental, technical, quantitative and qualitative analysis and employs a range of asset-allocation approaches (strategic, tactical, dynamic and core-satellite) along with duration management and both long- and short-term trading. The brochure discloses that the firm may use margin and options in client accounts and bills advisory fees on securities purchased on margin; it also now offers performance-based fee arrangements for select Qualified Clients subject to high‑water‑mark provisions.
Distinctive aspects noted in the brochure include a small client base and scale—roughly $7.4 million in discretionary assets across a limited number of accounts—combined with custodial relationships with Charles Schwab and Interactive Brokers that support global trading and, per the firm’s disclosures, the capability to serve non‑U.S. investors. The combination of a compact practice, the recent adoption of performance fees for Qualified Clients, and routine use of borrowing in managed accounts are features that distinguish Praestantia Capital from many peers.
Client services
Expertise
Fee options
Up to 2.00% annually
Up to 20% of net profits for Qualified Clients with at least $1,400,000 under management or net worth of $2,700,000 who elect a performance fee arrangement.
Main office
4630 North Loop 1604 W, Suite #514
San Antonio TX 78249
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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