PRESERVATION EQUITY FUND ADVISORS, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 300968
- Registered since
- May 2, 2022
- Website
- pefadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4ANN CARUANA
President and Chief Investment OfficerCRD 7714806
EDWARD CAMPBELL
Chief Compliance OfficerCRD 7521969
CAMILLE LONGINO
Chief Financial OfficerCRD 6775663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
REGENTS PARK FUNDS, LLC
RIAIRVINE, CA
WEST WEALTH GROUP, LLC
RIAIRVINE, CA
WARREN STREET WEALTH ADVISORS, LLC
RIAIRVINE, CA
THREE ARCH WEALTH MANAGEMENT LLC
RIAIRVINE, CA
TEMPUS WEALTH PLANNING, LLC
RIAIRVINE, CA
CHARLES FISH INVESTMENTS, INC.
RIAIRVINE, CA