Preston Capital
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
FINTRXOverview
Preston Capital is organized as a limited liability company and operates as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (2023) and serves institutional clients. Ownership is split between a domestic entity and individual owners, and Preston Capital functions as sponsor, general partner and managing member of the funds it operates. Its fee model combines a percentage-of-assets management fee with performance-based compensation consistent with private equity structures. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
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
Owners & executives
3 of 3
Jonathan Nelson
CIOCRD 7810031

William Hogan
President, Chief Financial OfficerCRD 7810045

David Posnick
CEOCRD 1389553
Contacts
2 of 2Jonathan Brooks
Managing Director, Head of TradingCRD 7810049
Courtney Wassef
Vice PresidentCRD 8201653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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