Preservation Equity Fund Advisors, LLC
Preservation Equity Fund Advisors, LLC is an SEC-registered asset manager in Irvine, CA with $502.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Preservation Equity Fund Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300968, SEC 801-124859, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $502.9M (2026-03-23)
- Firm type
- Asset Manager
- Location
- Irvine, CA
- Employees
- 11
- Clients
- 4
- CRD
- 300968
- Ownership
- WENK, MELANIE, RAE; PEF PRESERVATION MANAGING PARTNERS, LLC; CARUANA, ANN, ELIZABETH; COOPER LIVING TRUST; WILFRED N. COOPER JR TRUST
How much AUM does Preservation Equity Fund Advisors, LLC have?
Preservation Equity Fund Advisors, LLC reported $502.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Preservation Equity Fund Advisors, LLC?
Disclosed owners and executives of Preservation Equity Fund Advisors, LLC include WENK, MELANIE, RAE, PEF PRESERVATION MANAGING PARTNERS, LLC, CARUANA, ANN, ELIZABETH, COOPER LIVING TRUST, WILFRED N. COOPER JR TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.