PRESERVATION FUND MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
163907
Registered since
April 5, 2012

Firm profile

FINTRX

Overview

Preservation Fund Management LLC is an SEC-registered adviser formed as an LLC in 2012 that operates primarily as a law-firm-affiliated adviser to pooled investment vehicles. The firm is owned by an individual and is classified as unclassified in regulatory filings. Its advisory footprint is concentrated on sponsoring and managing private funds rather than running separate-client managed account programs. Preservation Fund Management is not identified as an active ESG investor, is not a multi-state adviser, and is listed as “not a capital allocator,” which aligns with a manager role focused on fund administration and asset oversight rather than broad third-party wealth-management services. The firm’s activity shows a clear tilt toward real estate private funds. That emphasis suggests manager allocation interest in property-focused strategies and related real-asset opportunities rather than broad public-market portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JAMES KOEHLER

    ManagerCRD 6052182

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1111 Superior Ave E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth