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PRESERVATION EQUITY FUND ADVISORS, LLC

IRVINE, CA · CRD 300968 · IAPD ↗ · pefadvisors.com · 714-662-5565

$502.9MRegulatory AUM
3Advisory reps
11Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — PRESERVATION EQUITY FUND ADVISORS, LLC crossed $500M in regulatory AUM ($418.9M -> $502.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — PRESERVATION EQUITY FUND ADVISORS, LLC reported RAUM up 27% ($309.1M -> $392.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.