PRESERVATION TRUST ADVISORS, LLC
CRD #155322 SEC #801-72576 SAN FRANCISCO, CA 415 438-1700
SEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
Employees
1
Clients
--
Accounts
65
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | SENIOR ADVISOR | NA | |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | SENIOR ADVISOR | NA | |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | SENIOR ADVISOR | NA | |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | SENIOR ADVISOR | NA | |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | SENIOR ADVISOR | NA | |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| WOLF, CHRISTOPHER, ROBIN | I | MANAGING MEMBER | C | Control |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | MANAGING MEMBER | B | Control |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | MANAGING MEMBER | B | Control |
| CONWAY-GORDON, GILES, ANTHONY BLAKE | I | MANAGING MEMBER | B | Control |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| HONORE, LISE, HOLT | I | CHIEF COMPLIANCE OFFICER | B | |
| JACOBS, JOEL, RAY | I | PRESIDENT | B | Control |
| OWEN, STEPHANIE, J | I | SENIOR VICE PRESIDENT MARKETING AND STRATEGIC PARTNERS | A | |
| OWEN, STEPHANIE, J | I | SENIOR VICE PRESIDENT MARKETING AND STRATEGIC PARTNERS | A | |
| OWEN, STEPHANIE, J | I | SENIOR VICE PRESIDENT MARKETING AND STRATEGIC PARTNERS | A | |
| OWEN, STEPHANIE, J | I | SENIOR VICE PRESIDENT MARKETING AND STRATEGIC PARTNERS | A | |
| OWEN, STEPHANIE, J | I | SENIOR VICE PRESIDENT MARKETING AND STRATEGIC PARTNERS | A | |
| OWEN, STEPHANIE, J | I | SENIOR VICE PRESIDENT MARKETING AND STRATEGIC PARTNERS | A | |
| OWEN, STEPHANIE, JEAN | I | EXECUTIVE VICE PRESIDENT SALES & MARKETING | A | |
| OWEN, STEPHANIE, JEAN | I | EXECUTIVE VICE PRESIDENT SALES & MARKETING | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C | |
| WEIST FAMILY TRUST | DE | PRESERVATION TRUST ADVISORS, LLC | C |
Registrations
Federal
IA
Jul 23, 2012 REGISTERED
Notice Filings (1)
CA
Address
ONE EMBARCADERO CENTERSUITE 1140
SAN FRANCISCO, CA 94111
United States
Phone: 415 438-1700