PRESERVER PARTNERS LLC

PRESERVER PARTNERS LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 152356). Regulatory assets under management: $175.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities, Investment cos.

Officers, owners & control persons (9)

NameRoleLocation
Dana LuClaire PointerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERMemphis, TN
Rodney Bernard HerentonMEMBER—
Wendell Eric MackeyMEMBER—
Caroline Eda LovelaceCHIEF INVESTMENT OFFICER AND CO-PORTFOLIO MANAGER—
HERENTON RODNEY BERNARDMEMBER—
MACKEY WENDELL ERICMEMBER—
LOVELACE CAROLINE EDACHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND CO-PORTFOLIO MANAGER—
POINTER DANA LUCLAIRECHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER—
TYLER FLOYD NATHANIELMANAGING MEMBER—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
PRESERVER LPOther Private FundDelaware53$168.3M$250K

Fund service providers (1)

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