Data / Investment advisers / California / Preservation Equity Fund Advisors, LLC
Preservation Equity Fund Advisors: $503 million AUM adviser
Updated November 8, 2026. Source: the SEC's Form ADV data files for investment advisers.
Preservation Equity Fund Advisors, LLC is an SEC registered investment adviser with its main office in Irvine, California and reports $503 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Preservation Equity Fund Advisors, LLC (CRD number 300968): 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
- 300968
- SEC file number
- 801-124859
- SEC status
- Approved, effective May 2, 2022
- Main office
- 17782 Sky Park Circle, Irvine, CA 92614
- Phone
- (714) 662-5565
- Website
- pefadvisors.com
- Regulatory AUM
- $502,879,532 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $502,879,532
- Accounts
- 4
- Employees
- 11, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 real estate funds
- Gross assets of private funds
- $502,879,532
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 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 type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $502.9 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $502.9 million | March 23, 2026 |
| December 1, 2025 | $418.9 million | March 23, 2025 |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GT Investment Partners, LP | Irvine | $853.5 million | 4 | adviserinfo.sec.gov |
| Tempus Wealth Planning, LLC | Irvine | $699.4 million | Not listed | adviserinfo.sec.gov |
| Three Arch Wealth Management LLC | Irvine | $662.4 million | Not listed | adviserinfo.sec.gov |
| Warren Street Wealth Advisors, LLC | Irvine | $656.1 million | Not listed | adviserinfo.sec.gov |
| West Wealth Group, LLC | Irvine | $616.7 million | Not listed | adviserinfo.sec.gov |
| Concord Investment Counsel | Irvine | $397.9 million | Not listed | adviserinfo.sec.gov |
| Validex Global Investing | Irvine | $352.9 million | Not listed | adviserinfo.sec.gov |
| American Fundstars | Irvine | $332.7 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Preservation Equity Fund Advisors, LLC on the SEC's adviser search
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.