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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, EDWARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, EDWARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, EDWARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, EDWARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARUANA, ANN, ELIZABETH | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| CARUANA, ANN, ELIZABETH | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| CARUANA, ANN, ELIZABETH | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| COOPER, JR., WILFRED, NEWBURY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COOPER, JR., WILFRED, NEWBURY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COOPER, JR., WILFRED, NEWBURY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COOPER, JR., WILFRED, NEWBURY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONGINO, CAMILLE, MARIE | I | TREASURER | NA | Control |
| LONGINO, CAMILLE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LONGINO, CAMILLE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LONGINO, CAMILLE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WENK, MELANIE, RAE | I | CHIEF OPERATING OFFICER | NA | Control |
| PEF PRESERVATION MANAGING PARTNERS, LLC | DE | SOLE MANAGER AND MEMBER | E | Control |
| PEF PRESERVATION MANAGING PARTNERS, LLC | DE | SOLE MANAGER AND MEMBER | E | Control |
| PEF PRESERVATION MANAGING PARTNERS, LLC | DE | SOLE MANAGER AND MEMBER | E | Control |
| WNC PRESERVATION MANAGING PARTNERS, LLC | DE | SOLE MANAGER AND MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COOPER, JENNIFER, ELDER | I | COOPER LIVING TRUST | F | Control |
| COOPER, JENNIFER, ELDER | I | COOPER HOLDINGS TRUST | F | Control |
| COOPER, JENNIFER, ELDER | I | COOPER HOLDINGS TRUST | F | Control |
| COOPER, JR., WILFRED, NEWBURY | I | COOPER LIVING TRUST | F | Control |
| COOPER, JR., WILFRED, NEWBURY | I | WILFRED N. COOPER JR TRUST | F | Control |
| COOPER, JR., WILFRED, NEWBURY | I | WILFRED N. COOPER JR TRUST 2 | F | Control |
| COOPER, JR., WILFRED, NEWBURY | I | COOPER INVESTMENT TRUST | F | Control |
| COOPER, JR., WILFRED, NEWBURY | I | COOPER INVESTMENT TRUST | F | Control |
| COOPER INVESTMENT TRUST | DE | PEF PRESERVATION MANAGING PARTNERS, LLC | D | Control |
| COOPER INVESTMENT TRUST | DE | PEF PRESERVATION MANAGING PARTNERS, LLC | D | Control |
| COOPER HOLDINGS TRUST | DE | PEF PRESERVATION MANAGING PARTNERS, LLC | C | Control |
| COOPER HOLDINGS TRUST | DE | PEF PRESERVATION MANAGING PARTNERS, LLC | C | Control |
| COOPER LIVING TRUST | DE | WNC PRESERVATION MANAGING PARTNERS, LLC | C | Control |
| WILFRED N. COOPER JR TRUST | DE | WNC PRESERVATION MANAGING PARTNERS, LLC | C | Control |
| WILFRED N. COOPER JR TRUST 2 | DE | WNC PRESERVATION MANAGING PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (1)
CA
Address
17782 SKY PARK CIRCLEIRVINE, CA 92614
United States
Phone: 714-662-5565