RIA Intel›Advisers›California›PRESERVATION EQUITY FUND ADVISORS, LLC

PRESERVATION EQUITY FUND ADVISORS, LLC

Advisory

N·IRVINE, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$503M
1-Year AUM Growth
+6.8%
3-Year CAGR
+32.6%
Employees
3
Assets Under Management
Total AUM$503M
Discretionary AUM$503M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees3
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingMar 31, 2022
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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