| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wnc Preservation Equity Fund 2, L.P. | Real Estate | $212.4M | $1M |
| Pef Preservation Equity Fund 3, L.P. | Real Estate | $121M | $3M |
| Wnc California Preservation Equity Fund, L.P. | Real Estate | $85.5M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Elizabeth Caruana Control | President & Chief Investment Officer | Under 5% | 2022 |
| Camille Marie Longino Control | Chief Financial Officer | Under 5% | 2020 |
| Edward Joseph Campbell Control | Chief Compliance Officer | Under 5% | 2022 |
Preservation Equity Fund Advisors, LLC reports $418.9 million in regulatory assets under management on its Form ADV.
Preservation Equity Fund Advisors, LLC manages 3 private funds with combined gross assets of $418.9 million.
Preservation Equity Fund Advisors, LLC reports 12 employees.
Preservation Equity Fund Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2022.
Preservation Equity Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17782 Sky Park Circle, Irvine, CA 92614 |
| Phone | 714-662-5565 |
| Fax | 714-662-4412 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $418.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $418.9M |