PRESTONWOOD CAPITAL MANAGEMENT, LLC

PRESTONWOOD CAPITAL MANAGEMENT, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 175138). Regulatory assets under management: $15.0M.

Registration

• CRD: 175138
• Type: Registered investment adviser
• Location: 5830 GRANITE PARKWAY, PLANO, TX, 75024
• Phone: 4693343834
• Latest filing: 2025-02-06
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175138 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search