Preston Capital LLC
● SEC registered since 2023CRD 328417SEC# 801-128923Aliso Viejo, CA
Ranks #2,930 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.05B
Fund GAV
$1.05B
Private funds
2
Employees
18
Accounts
3
Location
Aliso Viejo, CA
Preston Capital LLC assets under management
Preston Capital LLC is an investment advisory firm registered with the SEC based in Aliso Viejo, CA. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 18 people. Preston Capital LLC manages 2 private funds with combined gross assets of $1.1 billion, including Dogwood II LP. By regulatory assets, it ranks 2,930 of 6,004 private fund managers.
Preston Capital LLC private funds
2 funds · $1.05B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dogwood II LP | Private Equity | $904.6M | $1M |
| Preston Opportunistic Credit Fund I, LP | Private Equity | $150M | $5M |
Preston Capital LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen G Nelson Family Trust Control | Owner | 50-75% | 2023 |
| Bb Family Trust Control | Owner | 25-50% | 2023 |
| Courtney Lynn Wassef Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Preston Capital LLC manage?
Preston Capital LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Preston Capital LLC manage?
Preston Capital LLC manages 2 private funds with combined gross assets of $1.1 billion.
How many employees does Preston Capital LLC have?
Preston Capital LLC reports 18 employees.
Where is Preston Capital LLC located?
Preston Capital LLC is based in Aliso Viejo, CA and has been SEC-registered since 2023.
Does Preston Capital LLC disclose fund performance?
Preston Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Vantis, Suite 130, Aliso Viejo, CA 92656 |
| Phone | 949-272-2000 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
AUM vs fund managersTop 49%
Larger than 51% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B