PRESERVATION EQUITY FUND ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$503M
Discretionary
$503M
100% of AUM
Avg account
$126M
Accounts
4
Employees
11
Advisory reps
4

Firm details

Headquarters
IRVINE, California
CRD number
300968
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Preservation Equity Fund Advisors, LLC is a real‑estate focused advisory firm organized as an LLC and SEC‑registered in 2022. The firm acts primarily as portfolio manager for pooled investment vehicles and functions as a sponsor, general partner and managing member of those vehicles. Its client base is institutional, and its compensation combines a percentage of assets under management with performance‑based fees—an alignment that points to return‑oriented, sponsor‑driven strategies rather than buy‑and‑hold retail advisory work. The firm is not classified as a broad capital allocator; instead it runs its own pooled real estate funds and manages capital at the fund level. Preservation Equity Fund Advisors does not advertise active ESG investing, and its regulatory footprint is limited to a single‑state advisory posture.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • ANN CARUANA

    President and Chief Investment OfficerCRD 7714806

  • EDWARD CAMPBELL

    Chief Compliance OfficerCRD 7521969

  • CAMILLE LONGINO

    Chief Financial OfficerCRD 6775663

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
17782 Sky Park Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth