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The Presidio Group Overview

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Headquarters San Francisco, CA
Size 51 to 200 Employees
Founded 1997
Type Company - Private
Industry Finance
Revenue $5 to $10 million (USD) per year
Competitors Unknown
The Presidio Group LLC is an independent financial services firm focused on wealth advisory, investment banking and private equity. The firm was founded in 1997 with the simple mission to relentlessly put the interests of its clients first. By steadfastly adhering to this ... More

Mission: The Presidio Group is dedicated to maximizing clients’ long-term financial health.

The Presidio Group Reviews

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Approve of CEO
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Karl Schade
2 Ratings
  • I love coming to work here every day

    • Culture & Values
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Approves of CEO

    I have been working at The Presidio Group full-time (More than 3 years)


    The team - genuine, smart, collaborative and nice people. It's energizing to work with people who are truly dedicated to their clients' success. The work - we have the support and infrastructure to do our best, but the firm is still small enough to challenge people and allow individuals to make an impact. The benefits - while Presidio is considered a relatively small firm, I feel we get great healthcare and other benefits. The culture - transparency all the way to the top, a strong sense of accountability, and lots of fun. We work hard but also have fun together - regular cultural events, family picnics, birthday celebrations, ping pong tournaments, etc.


    In the past couple of years the firm has evolved into a very open, honest and positive work place. There is nothing I would call out as a con at this time.

    Advice to Management

    Keep up the good work. Stay transparent and open. Continue to treat your employees as your greatest asset.

The Presidio Group Photos

The Presidio Group Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Senior Analyst Interview

    Anonymous Interview Candidate in San Francisco, CA
    No Offer
    Positive Experience
    Average Interview


    I applied online. The process took 1 day. I interviewed at The Presidio Group (San Francisco, CA) in November 2014.


    The 90 minute interview began with a 60 minute writing test that was followed by a 30 minute conversation with the VP. It was more a behavioral or fit interview than technical and the writing test was purely to see if I could write. The VP was nice and I was under the impression a second interview with the MD would happen but they chose to go with someone else.

    Interview Questions

    • The writing test was unexpected especially since you were supposed to research online a random acquisition and determine if it was a positive or negative one for the acquirer   1 Answer

The Presidio Group Awards & Accolades

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  • Best Places to Work, San Francisco Business Times, 2015
  • 300 Top Registered Investment Advisers, Financial Times, 2015
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The Presidio Group

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