Preserver Partners

Fee-Only (% of Portfolio)

Preserver Partners is an investment management firm that provides discretionary advisory services to private funds and separately managed accounts. Preserver's strategies aim to preserve capital and generate long-term returns with downside protection. Investment objectives and fee arrangements for separately managed accounts are individually negotiated. Preserver may invest in various asset classes, including common stock, preferred stock, real estate investment trusts, and alternative investments.

Assets Under Management$160M
Clients2
AdvisorsN/A
Avg. per Client$79M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Preserver Partners manages investments for private funds and separately managed accounts.

For private funds, the annual management fee ranges from 0.50% to 1.00% of the fund's net assets, charged quarterly. For separately managed accounts, the management fee is 0.50% of net assets, billed quarterly. Preserver may reduce or waive fees at its discretion based on a client's asset level or specific situation.

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