# PRESERVER PARTNERS LLC

PRESERVER PARTNERS LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 152356
- Type: SEC-registered investment adviser
- SEC file number: 801-106636
- Location: 425 MADISON AVENUE, MEMPHIS, TN, 38103
- Phone: 901-755-4737
- Latest filing: 2026-03-25
- Regulatory AUM: $175.7M
- Discretionary AUM: $175.7M
- Clients: 5
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Dana LuClaire Pointer | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | Memphis, TN |
| Rodney Bernard Herenton | MEMBER | — |
| Wendell Eric Mackey | MEMBER | — |
| Caroline Eda Lovelace | CHIEF INVESTMENT OFFICER AND CO-PORTFOLIO MANAGER | — |
| HERENTON RODNEY BERNARD | MEMBER | — |
| MACKEY WENDELL ERIC | MEMBER | — |
| LOVELACE CAROLINE EDA | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND CO-PORTFOLIO MANAGER | — |
| POINTER DANA LUCLAIRE | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| TYLER FLOYD NATHANIEL | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152356/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152356/similar
- Related entities: https://search.stillhousedata.com/firm/152356/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152356

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.