PRESERVATION EQUITY FUND ADVISORS, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 300968). Regulatory assets under management: $502.9M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Jr. Wilfred Cooper | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Camille Marie Longino | CHIEF FINANCIAL OFFICER | — |
| Edward Joseph Campbell | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND EXECUTIVE VICE PRESIDENT | — |
| Ann Elizabeth Caruana | PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Jennifer Elder Cooper | TRUSTEE | — |
| CAMPBELL ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| Longino Camille Marie | CHIEF FINANCIAL OFFICER; TREASURER | — |
| COOPER JR WILFRED NEWBURY | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| WENK MELANIE RAE | CHIEF OPERATING OFFICER | — |
| COOPER JENNIFER ELDER | TRUSTEE | — |
| CARUANA ANN ELIZABETH | PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 | — |