PRESERVATION FUND MANAGEMENT LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 163907
- Registered since
- April 5, 2012
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JAMES KOEHLER
ManagerCRD 6052182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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