RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Private funds of Harris Preston & Partners, LLC
One row per SEC private fund identifier, from the adviser’s own Schedule D. Gross asset value is the fund’s reported assets on its latest filing, never a fund size and never dry powder. A fund that stopped being reported while its adviser kept filing is marked no longer reported. The wealth-manager funds here are the SPVs, feeders and access vehicles the capital graph is built on.
| Fund | Adviser | Type | Gross assets | Owners | Minimum | First reported |
|---|---|---|---|---|---|---|
| 419 West 805-7896342612 · no longer reported | Harris Preston & Partners, LLC asset manager | Private Equity Fund | $69.7M | 2 | $50,000 | Apr 2, 2015 |
| Hpep 3 805-9154282372 | Harris Preston & Partners, LLC asset manager | Private Equity Fund | $54.5M | 59 | $1.0M | Mar 31, 2017 |
| 221 Bms 805-6323719312 · no longer reported | Harris Preston & Partners, LLC asset manager | Private Equity Fund | $50.7M | 4 | $50,000 | Apr 1, 2013 |
| 2••• A•• 805-3864758516 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $46.2M | 78 | $50,000 | Mar 30, 2020 |
| H••• 4• 805-5809328246 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $33.7M | 130,000 | $500,000 | Mar 31, 2022 |
| 2••• G•• 805-2441497813 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $32.7M | 114 | $50,000 | Mar 31, 2022 |
| 3•• W•••• 805-4309563175 · no longer reported | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $25.1M | 4 | $50,000 | Mar 31, 2018 |
| 4•• A•• 805-8371929405 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $19.9M | 97 | $50,000 | Mar 31, 2022 |
| H••• I• 805-5049564035 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $17.7M | 28 | $1.0M | Feb 24, 2012 |
| 2••• M• 805-6304904225 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $13.3M | 5 | $50,000 | Mar 31, 2018 |
| 2••• W•• 805-2587468011 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $12.9M | 55 | $50,000 | Mar 29, 2019 |
| 2••• I•• 805-9223501473 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $11.8M | 77 | $50,000 | Mar 29, 2019 |
| 2••• G•• 805-3165777535 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $11.7M | 57 | $50,000 | Mar 29, 2019 |
| 2••• I•• 805-5459738572 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $10.4M | 21 | $50,000 | Mar 29, 2019 |
| 2••• C•• 805-1374178961 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $9.9M | 53 | $50,000 | Mar 30, 2020 |
| 2••• S•• 805-6878482320 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $9.9M | 54 | $50,000 | Mar 30, 2020 |
| 2••• M•• 805-3466979760 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $9.0M | 72 | $50,000 | Mar 31, 2021 |
| 4•• C•• 805-4716501848 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $8.8M | 92 | $50,000 | Mar 30, 2023 |
| 2•• T•• 805-4285249764 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $8.8M | 26 | $50,000 | Mar 30, 2016 |
| 4•• C•• 805-9093047838 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $8.7M | 95 | $50,000 | Mar 30, 2023 |
| 2••• O•• 805-8699219929 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $8.5M | 42 | $50,000 | Mar 30, 2020 |
| 4•• N•• 805-5771935810 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $7.5M | 83 | $50,000 | Mar 31, 2022 |
| 2••• G•• 805-8319827037 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $7.3M | 64 | $50,000 | Mar 31, 2021 |
| 4•• H•• 805-5819927684 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.8M | 0 | $50,000 | Mar 31, 2024 |
| 4•• M•• 805-2345802248 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.5M | 0 | $50,000 | Mar 31, 2024 |
| 2••• A•• 805-9161344872 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.5M | 40 | $50,000 | Mar 31, 2022 |
| 2•• D•• 805-3304781095 · no longer reported | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.5M | 13 | $50,000 | Apr 2, 2014 |
| 2••• E•• 805-1355012654 · no longer reported | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.5M | 59 | $50,000 | Mar 29, 2019 |
| 4•• V•• 805-5462568678 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.4M | 75 | $50,000 | Mar 31, 2022 |
| 2••• H•• 805-8652818632 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.0M | 73 | $50,000 | Mar 30, 2023 |
| 2••• B•• 805-5045748105 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $6.0M | 48 | $50,000 | Mar 29, 2019 |
| 2•• B•• 805-1120153864 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.8M | 15 | $50,000 | Mar 30, 2016 |
| 2••• E•• I• 805-4710185918 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.6M | 59 | $50,000 | Mar 30, 2023 |
| 4•• S•• 805-3877697378 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.5M | 60 | $50,000 | Mar 30, 2023 |
| 2••• T•• 805-8864621222 · no longer reported | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.3M | 65 | $50,000 | Mar 31, 2021 |
| 4•• T•• 805-6479422455 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.2M | 72 | $50,000 | Mar 31, 2022 |
| 2•• L•• 805-6849853077 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.1M | 26 | $50,000 | Apr 2, 2014 |
| 4•• D•• 805-8077647952 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.1M | 2 | $50,000 | Mar 30, 2023 |
| 2•• O•• 805-4627000706 · no longer reported | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $5.0M | 33 | $50,000 | Apr 1, 2013 |
| 4•• C•• 805-5317471381 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $4.9M | 77 | $50,000 | Mar 31, 2022 |
| 2•• P•• 805-8746372567 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $4.9M | 17 | $50,000 | Mar 31, 2017 |
| 4•• M•• 805-2988298963 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $4.6M | 72 | $50,000 | Mar 30, 2023 |
| 2••• W•• 805-3855106418 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $4.0M | 53 | $50,000 | Mar 31, 2022 |
| 2•• A•• 805-1017710791 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $4.0M | 25 | $50,000 | Mar 31, 2017 |
| 2••• D•• 805-1846372899 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $4.0M | 44 | $50,000 | Mar 30, 2020 |
| 4•• M•• 805-7121597789 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $3.9M | 71 | $50,000 | Mar 31, 2022 |
| 4•• F•• 805-3031278885 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $3.8M | 71 | $50,000 | Mar 31, 2022 |
| 1••• K•• 805-1581319827 · no longer reported | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $3.7M | 7 | $50,000 | Feb 24, 2012 |
| 1••• F•• 805-9677048751 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $3.7M | 21 | $50,000 | Feb 24, 2012 |
| 4•• P•• 805-2225096799 | H••••• P•••••• • P•••••••• L•• asset manager | Private Equity Fund | $3.7M | 0 | $50,000 | Mar 31, 2024 |
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