Preservation Equity Fund Advisors

Real Estate SEC-registered adviser

Legal name: Preservation Equity Fund Advisors, LLC

Irvine, CA Website LinkedIn

AUM

$502.9M
Regulatory AUM

Private funds

4
Real Estate 4

Private fund assets

$502.9M
Gross asset value

Employees

11

Last Form D raise

Mar 2022
Most recent fund filing

From SEC Form ADV filing (filed Mar 23, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
President & Chief Investment Officer
E
Chief Compliance Officer and Executive Vice President
J
Trustee, Cooper Holdings Trust
J
Chief Executive Officer

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wnc Preservation Equity Fund 2, L.P.Real Estate$222.7M$51.8M9Mar 2022Cold
Pef Preservation Equity Fund 3, L.P.Real Estate$210.2M———
Wnc California Preservation Equity Fund, L.P.Real Estate$46.1M———
Pef Freestone Jv, L.P.Real Estate$23.9M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
300968
SEC file number
801-124859

Sources