|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Preserver Partners LLC
✚
|
|
|---|---|
| CRD # | 152356 |
| SEC # | 801-106636 |
| CIK # | |
| AUM | $157.8 M (2025-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 901-755-4737 |
| Address | 425 Madison Avenue Memphis, TN 38103 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Preserver Alternative Income Fund LP | [2019-07-11] | 10.3 | 1.5 |
| Other | Preserver CLO Fund LP | [2019-07-11] | 5.8 | 6.4 |
| Other | Preserver LP | [2015-07-03] | 30.0 | 148.0 |
| Other | Preserver Value Opportunities Fund | [2015-07-03] | 0.1 | 3.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 8.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 149.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 157.8 |
| By Discretionary | ||
| Discretionary | 3 | 157.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 157.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.8 | |
| Total | 3 | 157.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Preserver Partners LLC | 14 | ||
| Floyd Tyler | 8 | ||
| Floyd Tyler Jr | 6 | ||
| Dana Pointer | 6 | ||
| Caroline Lovelace | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Assabet Advisors LLC
✚
|
MA | 0.2 |
|
Macke Financial Advisory Group Inc
✚
|
FL | 0.2 |
|
Magnolia Wealth Management LLC
✚
|
AL | 0.2 |
|
Wabash Capital Inc
✚
|
IN | 0.2 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.2 |
|
J M Brown & Associates Inc
✚
|
OK | 0.2 |
|
Naples Money Management LLC
✚
|
FL | 0.2 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.2 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.2 |
|
WPA Family Office LLC
✚
|
TX | 0.2 |