PRESERVATION FUND MANAGEMENT LLC
Adviser information for PRESERVATION FUND MANAGEMENT LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Lawyer or law firm |
Identifiers
| SEC RIA File Number | 802-76500 |
|---|---|
| SEC ERA File Number | 802-76500 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163907 |
| Legal Entity Identifier | None |
Principal Office
1111 SUPERIOR AVENUE EAST, SUITE 1360CLEVELAND
OH
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 216-539-9370, Fax: 216-916-4369
Chief Compliance Officer
NoneIndustry Affiliates
| KOEHLER FITZGERALD LLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HISTORIC PRESERVATION FUND 2013 LLC | Real Estate Fund | $14.5M | $0.1M | 87 |
| HISTORIC PRESERVATION FUND 2014 LLC | Real Estate Fund | $22.3M | $0.1M | 89 |
| HISTORIC PRESERVATION FUND 2015 | Real Estate Fund | $33.0M | $0.1M | 123 |
| HISTORIC PRESERVATION FUND 2016 LLC | Real Estate Fund | $39.6M | $0.1M | 169 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOEHLER, JAMES, F | Individual | – | MANAGER | 03/2010 | > 75% |