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

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