Preston Capital

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$352M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Aliso Viejo, California
CRD number: 328417
Registered since: October 19, 2023
Website: www.prestoncap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Preston Capital is organized as an LLC and operates as a private equity manager focused on pooled investment vehicles. The firm is registered with the SEC (registered in 2023) and primarily serves institutional clients. Its advisory mandate centers on portfolio management for pooled funds, and the firm also functions on the sponsor side—acting as general partner and managing member for the vehicles it manages. Compensation is a combination of a percentage-of-AUM management fee and performance-based fees, consistent with private equity fee structures. Preston Capital is not flagged as an active ESG investor. It is not structured as a capital allocator; rather, it runs and sponsors private funds and related vehicles. Ownership is listed as a mix of a domestic entity and individual ownership.