# PRESERVATION EQUITY FUND ADVISORS, LLC

PRESERVATION EQUITY FUND ADVISORS, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 300968
- Type: SEC-registered investment adviser
- SEC file number: 801-124859
- Location: 17782 SKY PARK CIRCLE, IRVINE, CA, 92614
- Phone: 714-662-5565
- Latest filing: 2026-03-23
- Regulatory AUM: $502.9M
- Discretionary AUM: $502.9M
- Clients: 11
- Accounts: 4

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Jr. Wilfred Cooper](https://search.stillhousedata.com/person/716518) | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| [Camille Marie Longino](https://search.stillhousedata.com/person/716519) | CHIEF FINANCIAL OFFICER | — |
| [Edward Joseph Campbell](https://search.stillhousedata.com/person/716520) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND EXECUTIVE VICE PRESIDENT | — |
| [Ann Elizabeth Caruana](https://search.stillhousedata.com/person/716521) | PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| [Jennifer Elder Cooper](https://search.stillhousedata.com/person/716522) | TRUSTEE | — |
| [CAMPBELL ROBERT JOSEPH](https://search.stillhousedata.com/person/728379) | CHIEF COMPLIANCE OFFICER | — |
| [Longino Camille Marie](https://search.stillhousedata.com/person/843071) | CHIEF FINANCIAL OFFICER; TREASURER | — |
| [COOPER JR WILFRED NEWBURY](https://search.stillhousedata.com/person/871695) | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| [WENK MELANIE RAE](https://search.stillhousedata.com/person/871696) | CHIEF OPERATING OFFICER | — |
| [COOPER JENNIFER ELDER](https://search.stillhousedata.com/person/871697) | TRUSTEE | — |
| [CARUANA ANN ELIZABETH](https://search.stillhousedata.com/person/876411) | PRESIDENT & CHIEF INVESTMENT OFFICER | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WNC PRESERVATION EQUITY FUND 2, L.P. | Real Estate Fund | Delaware | 14 | $222.7M | $1.0M |
| PEF PRESERVATION EQUITY FUND 3, L.P. | Real Estate Fund | Delaware | 17 | $210.2M | $3.0M |
| WNC CALIFORNIA PRESERVATION EQUITY FUND, L.P. | Real Estate Fund | California | 6 | $46.1M | $1.0M |
| PEF FREESTONE JV, L.P. | Real Estate Fund | Delaware | 2 | $23.9M | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300968/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300968/similar
- Related entities: https://search.stillhousedata.com/firm/300968/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300968

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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.