Preservation Equity Fund Advisors, LLC
● SEC registered since 2022CRD 300968SEC# 801-124859Irvine, CA
Ranks #3,892 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$502.9M
Fund GAV
$502.9M
Private funds
4
Employees
11
Accounts
4
Location
Irvine, CA
Preservation Equity Fund Advisors, LLC assets under management
Preservation Equity Fund Advisors, LLC is an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2022. It reports $502.9 million in regulatory assets under management and employs 11 people. Preservation Equity Fund Advisors, LLC manages 4 private funds with combined gross assets of $502.9 million, including Wnc Preservation Equity Fund 2, L.P. By regulatory assets, it ranks 3,892 of 6,004 private fund managers.
Preservation Equity Fund Advisors, LLC private funds
4 funds · $502.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wnc Preservation Equity Fund 2, L.P. | Real Estate | $222.7M | $1M |
| Pef Preservation Equity Fund 3, L.P. | Real Estate | $210.2M | $3M |
| Wnc California Preservation Equity Fund, L.P. | Real Estate | $46.1M | $1M |
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Join to unlock · $37/moPreservation Equity Fund Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Elizabeth Caruana Control | President & Chief Investment Officer | Under 5% | 2022 |
| Camille Marie Longino Control | Chief Financial Officer | Under 5% | 2020 |
| Edward Joseph Campbell Control | Chief Compliance Officer And Executive Vice President | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Preservation Equity Fund Advisors, LLC manage?
Preservation Equity Fund Advisors, LLC reports $502.9 million in regulatory assets under management on its Form ADV.
How many private funds does Preservation Equity Fund Advisors, LLC manage?
Preservation Equity Fund Advisors, LLC manages 4 private funds with combined gross assets of $502.9 million.
How many employees does Preservation Equity Fund Advisors, LLC have?
Preservation Equity Fund Advisors, LLC reports 11 employees.
Where is Preservation Equity Fund Advisors, LLC located?
Preservation Equity Fund Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2022.
Does Preservation Equity Fund Advisors, LLC disclose fund performance?
Preservation Equity Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17782 Sky Park Circle, Irvine, CA 92614 |
| Phone | 714-662-5565 |
| Fax | 714-662-4412 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$502.9M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 65%
Larger than 35% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$502.9Mregulatory AUM
Discretionary $502.9M
Service providers
Auditor
Custodian