PRESERVATION TRUST ADVISORS, LLC
SEC file number 801-72576
· SAN FRANCISCO, CA
https://presnc.org ↗
(name-match guess, not verified)
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
$5.3M
Discretionary AUM
$5.3M
Employees
—
Clients
—
Firm
- Address
- ONE EMBARCADERO CENTER
SAN FRANCISCO, CA 94111 - Phone
- —
- Website
- https://presnc.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Preservation Equity Fund 3, L.P. High name-match confidence · CIK 1996142 · CA
- Preservation Fund III, LLP High name-match confidence · CIK 2104505 · DE
- Preservation Fund IV LLP High name-match confidence · CIK 2112089 · FL
- Preservation Fund VI LLC High name-match confidence · CIK 2144968 · FL
- Preservation Fund V LLC High name-match confidence · CIK 2144719 · FL
- Preservation Systems Inc. High name-match confidence · CIK 2049686 · CO
- American Homeowner Preservation 2015A LLC Medium name-match confidence · CIK 1667307 · IL
- Enterprise Preservation Fund VI, LLC Medium name-match confidence · CIK 2154745 · MD
- Hudson Valley Preservation Fund III, LLC Medium name-match confidence · CIK 2046780 · NY
- Monarch Federal Historic Preservation Fund IV, LLC Medium name-match confidence · CIK 2142694 · GA
- Rose Affordable Housing Preservation Fund VI, L.P. Medium name-match confidence · CIK 1980838 · NY
- Rose Affordable Housing Preservation Fund VI REIT, LLC Medium name-match confidence · CIK 2056254 · NY
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Enterprise Preservation Fund VI, LLC · D · Sep 16, 2026
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Preservation Fund VI LLC · D · Jul 14, 2026$50M
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Monarch Federal Historic Preservation Fund IV, LLC · D · Jul 10, 2026
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Preservation Fund V LLC · D · Jul 10, 2026$50M
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Hudson Valley Preservation Fund III, LLC · D · Apr 14, 2026
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Preservation Fund IV LLP · D · Feb 19, 2026$100M
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Preservation Fund III, LLP · D · Feb 18, 2026$100M
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Preservation Equity Fund 3, L.P. · D · Oct 16, 2025$300M
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Hudson Valley Preservation Fund III, LLC · D · Mar 24, 2025
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Preservation Systems Inc. · D · Feb 25, 2025$4.2M
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Rose Affordable Housing Preservation Fund VI, L.P. · D · Feb 13, 2025
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Rose Affordable Housing Preservation Fund VI REIT, LLC · D · Feb 12, 2025$125K