RIA Intelligence

PRESERVER PARTNERS LLC

Legal name: PRESERVER PARTNERS

CRD #152356 SEC #801-106636 MEMPHIS, TN 901-755-4737
SEC Registered Private Funds
Total AUM
$157.8M
Discretionary
$157.8M
Employees
5
Clients
--
Accounts
3

AUM Over Time

DateMar 2025
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$84.5M
Discretionary$84.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$84.5M
Discretionary$84.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees4
Clients1
DateJun 2016
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees4
Clients0
DateSep 2015
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients0