Preserver Partners

RIASEC RegisteredEst. 2015

Total AUM

$176M

Discretionary

$176M

100% of AUM

Avg account

$87.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 152356
Registered since: October 2, 2015
Website: www.preserverpartners.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles95.77%
HNWI4.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Preserver Partners is a privately held limited liability company that operates as an institutional registered investment adviser and capital allocator. The firm registered with the SEC in 2015 and charges clients fees based on a percentage of assets under management. Its client focus is institutional, and its advisory mandate includes discretionary portfolio management for individuals/small businesses, oversight of pooled investment vehicles, and the selection of external advisers. The firm does not present itself as an active ESG investor, is not a multi-state adviser, and does not advertise pension consulting or related-adviser services.