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| Asset Preservation Advisors LLC
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|---|---|
| CRD # | 106741 |
| SEC # | 801-41636 |
| CIK # | |
| AUM | $10.7 B (2025-05-06) |
| Employees | 27 (78% Investors, 7% Brokers) |
| Phone | 404-261-1333 |
| Address | 3344 Peachtree Road, NE Atlanta, GA 30326 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | APA High Income Opportunity Fund LP | [2012-01-18] | 70.4 | 29.5 |
| Other | APA Short-Term Tax-Exempt Bond Fund Limited Partnership I | 2012-01-18 | 11.3 | |
| Other | APA Taxable Municipal Bond Fund Limited Partnership I | 2012-01-18 | 10.3 | |
| Other | Georgia Tax Exempt Bond Fund Limited Partnership I | 2012-01-18 | 39.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,035 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,615 | 7.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 294 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,954 | 10.7 |
| By Discretionary | ||
| Discretionary | 2,953 | 10.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 2,954 | 10.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 10.6 | |
| Total | 2,954 | 10.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kevin Woods | 5 | ||
| Asset Preservation Advisors Inc | 4 | ||
| Kenneth Woods | 4 | ||
| Charles Doty | 4 | ||
| Asset Preservation Advisors LLC | 3 | ||
| Fixed Income Advisers LLC | 1 | ||
| Ken Woods | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mercury Advisory LLC
✚
|
CA | 11.1 |
|
Greenhaven Associates Inc
✚
|
NY | 10.9 |
|
Everett Harris & Co
✚
|
CA | 10.9 |
|
Stonebridge Advisors LLC
✚
|
CT | 10.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
10.7 | |
|
Frontier Capital Management Co LLC
✚
|
MA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 10.6 |
|
James Hambro & Partners LLP
✚
|
10.6 | |
|
CSM Advisors LLC
✚
|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
✚
|
10.3 |