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Asset Preservation Advisors LLC
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CRD # | 106741 |
SEC # | 801-41636 |
CIK # | |
AUM | $6.9 BB (2024-03-27) |
Employees | 25 (80% Investors, 0% Brokers) |
Phone | 404-261-1333 |
Address | 3344 Peachtree Road, NE Atlanta, GA 30326 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
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 ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 766 | 0.4 |
(b) Individuals (high net worth individuals) | 1,141 | 5.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 4 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 236 | 1.1 |
(n) Other | 0 | 0.0 |
Total | 2,149 | 6.9 |
By Discretionary | ||
Discretionary | 2,148 | 6.9 |
Non-Discretionary | 1 | 0.0 |
Total | 2,149 | 6.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.9 | |
Total | 2,149 | 6.9 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Kevin Woods | 5 | ||
Kenneth Woods | 4 | ||
Charles Doty | 4 | ||
Asset Preservation Advisors Inc | 4 | ||
Asset Preservation Advisors LLC | 3 | ||
Fixed Income Advisers LLC | 1 | ||
Ken Woods | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Valmark Advisers Inc
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|
OH | 7.0 |
Crossmark Global Investments Inc
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|
TX | 7.0 |
Stephens Investment Management Group LLC
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|
AR | 7.0 |
Mutual Advisors LLC
✚
|
NE | 6.9 |
Perigon Wealth Management LLC
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|
CA | 6.9 |
Greenspring Advisors LLC
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|
MD | 6.9 |
Joel Isaacson & Co LLC
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|
NY | 6.9 |
Hornor Townsend & Kent LLC
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|
PA | 6.9 |
Hardman Johnston Global Advisors LLC
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|
CT | 6.8 |
Advisory Services Network LLC
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|
GA | 6.8 |