Preservation Equity Fund Advisors, LLC

Fee-Only (% of Portfolio)

Preservation Equity Fund Advisors (PEFA) specializes in managing private funds that invest in affordable housing. These funds primarily focus on multi-family rental housing for low and moderate-income households. PEFA does not tailor its services to individual investors within the funds.

Assets Under Management$420M
Clients3
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

PEFA manages investments for private funds and receives fees based on a percentage of the fund's committed or invested capital. PEFA may also receive incentive-based compensation based on realized gains from investments. Affiliates may receive construction management fees. These fees are detailed in the fund's offering documents.

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