PRECEPT ADVISORY GROUP LLC
SEC file number 801-71072
· IRVINE, California
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$4.27B
Discretionary AUM
$287.6M
Employees
8
Clients
—
Firm
- Address
- 130 THEORY
IRVINE, California 92617 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Preceptis Medical, Inc. Low name-match confidence · CIK 1537953 · Minnesota
- PRECEPT MANAGEMENT PARTNERS LP Low name-match confidence · CIK 1156309 · Texas
- Precept SLPE Access Fund, LP Low name-match confidence · CIK 2125598 · Texas
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Precept SLPE Access Fund, LP · D/A · Sep 4, 2026
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PRECEPT MANAGEMENT PARTNERS LP · D/A · Sep 4, 2026
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Precept SLPE Access Fund, LP · D · May 5, 2026
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Preceptis Medical, Inc. · D · May 1, 2026$6.9M
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PRECEPT MANAGEMENT PARTNERS LP · D/A · Aug 28, 2025
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Preceptis Medical, Inc. · D · Jan 15, 2025$5M