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Data / Investment advisers / Texas / Harris Preston & Partners, LLC

Harris Preston & Partners, LLC, Austin, TX: $799 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Harris Preston & Partners, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $799 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 109 private funds.

The request: Watch Harris Preston & Partners, LLC (CRD number 160068): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
160068
SEC file number
801-74433
SEC status
Approved, effective March 27, 2012
Main office
1221 S Mopac Expressway Suite 260, Austin, TX 78746
Phone
(512) 505-4111
Website
harrispreston.com
Regulatory AUM
$799,152,288 in the Form ADV filed March 31, 2026
Discretionary AUM
$793,035,883
Non discretionary AUM
$6,116,405
Accounts
109
Employees
15, of which 5 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, other fees
Private funds
109: 109 private equity funds
Gross assets of private funds
$703,416,405
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 31, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles109$799.2 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$799.2 millionMarch 31, 2026
December 1, 2025$761.2 millionApril 3, 2025

Other advisers in Austin

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.