PRESERVER PARTNERS
SEC RegisteredUnlocking Niche Opportunities Across Asset Classes
About the firm
Founded in 2009 and based in Memphis, TN, Preserver Partners centers its philosophy on generating uncorrelated, long-term positive absolute returns across all market cycles while preserving capital. The firm strategically invests across public and private asset classes, innovative strategies, and various capital structures, prioritizing downside protection through thoughtful investment selection and risk-based portfolio construction.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Opportunistic investing across multiple asset classes, strategies, and capital structures through its flagship fund, Preserver, L.P., with a focus on uncorrelated absolute returns and capital preservation.
Who they serve
Endowments and foundations, family offices, ultra-high-net-worth individuals, public plans, and corporations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | $7.4M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 1 | $168M |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRESERVER PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.