HARRIS PRESTON & PARTNERS, LLC

Overview

Harris Preston & Partners, LLC is structured as a limited liability company that operates primarily as an adviser and sponsor of pooled investment vehicles with an institutional client base. The firm is registered with the SEC (since 2012) and classifies itself as a private equity fund manager, serving as sponsor, general partner and managing member for funds it runs. Its advisory activity centers on portfolio management for pooled investment vehicles rather than direct wealth management for retail households. Investment activity is concentrated in privately placed credit and equity strategies through closed-end vehicles and funds. The firm is not positioned as an ESG-focused investor and does not present itself as a multi-state or pension consultant adviser. Its fee model includes percentage-of-AUM charges alongside other fee components typical for fund sponsors and managers.

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