# Preserver Partners

> Preserver Partners is an SEC-registered investment advisory firm in Memphis, TN, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 152356
- Filed as: PRESERVER PARTNERS
- Legal name: Preserver Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152356
- AdvisorCensus page: https://advisorcensus.com/firm/preserver-partners-memphis-tn-152356

## Quick answers

**How is Preserver Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Preserver Partners reports these compensation arrangements: a percentage of assets under its management.

**Where is Preserver Partners located?**
Preserver Partners' principal office is in Memphis, TN, according to its Form ADV.

**Is Preserver Partners registered with the SEC or a state?**
Preserver Partners is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 152356.

**How much does Preserver Partners manage?**
Preserver Partners reports $175,729,180 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Preserver Partners' assets and staff changed since 2021?**
In the Form ADV data for Preserver Partners: Regulatory assets under management: $215,300,000 in the October 2021 data and $175,729,180 in the October 2026 data, down 18%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Preserver Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Preserver Partners use?**
Preserver Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers Corp. as a custodian holding 10% or more of its separately managed account assets.

**Does Preserver Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152356

**What changed in Preserver Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $157,773,260 to $175,729,180 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers Corp.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,729,180
- Discretionary: $175,729,180
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | Fewer than 5 | $7,433,085 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $168,296,095 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- preserverpartners.com
- LinkedIn @918458

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $215,300,000 | 6 | September 29, 2021 |
| October 2022 | $231,000,000 | 6 | February 28, 2022 |
| October 2023 | $209,859,630 | 5 | August 9, 2023 |
| October 2024 | $172,947,873 | 5 | May 30, 2024 |
| October 2025 | $157,773,260 | 5 | March 26, 2025 |
| October 2026 | $175,729,180 | 5 | March 25, 2026 |

Regulatory assets under management: $215,300,000 in the October 2021 data and $175,729,180 in the October 2026 data, down 18%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $157,773,260 to $175,729,180 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Preserver Partners (CRD 152356): Form ADV filing data as of October 2026.