PP
PRESERVER PARTNERS
SEC RegisteredMEMPHIS, TNhttps://preserverpartners.com901-755-4737
Assets Under Management
$100M–$500M
Employees
5
Office Locations
2 offices
Total Accounts
2
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesState/Municipal
Who they serve
| 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
Dana Luclaire Pointer
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
Caroline Eda Lovelace
CHIEF INVESTMENT OFFICER AND CO-PORTFOLIO MANAGER
Channing Alternatives Llc
LLC MEMBER
Rodney Bernard Herenton
MEMBER
Wendell Eric Mackey
MEMBER
Office locations
2 offices in 1 state
TN
MEMPHISHQ
Regulatory & compliance
CRD number
#152356
SEC Number
801-106636
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
preserverpartners.comPhone
901-755-4737Find an advisor that fits
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Editorial disclosure
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.