PRESERVATION EQUITY FUND ADVISORS, LLC
CRD #300968 SEC #801-124859 IRVINE, CA 714-662-5565
SEC Registered Private Funds
Total AUM
$418.9M
Discretionary
$418.9M
Employees
12
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $418.9M | $418.9M | $0 | 12 | 0 |
| Mar 2024 | $392.4M | $392.4M | $0 | 13 | 0 |
| Mar 2023 | $309.1M | $309.1M | $0 | 13 | 0 |
| Mar 2022 | $179.6M | $179.6M | $0 | 8 | 0 |
DateMar 2025
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$309.1M
Discretionary$309.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees8
Clients0