| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dogwood II LP | Private Equity | $1.11B | $1M |
| Preston Opportunistic Credit Fund I, LP | Private Equity | $150M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen G Nelson Family Trust Control | Owner | 50-75% | 2023 |
| Bb Family Trust Control | Owner | 25-50% | 2023 |
| David Franklin Posnick Control | Chief Executive Officer | Under 5% | 2025 |
Preston Capital LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Preston Capital LLC manages 2 private funds with combined gross assets of $1.3 billion.
Preston Capital LLC reports 19 employees.
Preston Capital LLC is based in Aliso Viejo, CA and has been SEC-registered since 2023.
Preston Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 120 Vantis, Suite 130, Aliso Viejo, CA 92656 |
| Phone | 949-272-2000 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.26B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.26B |