Harris Preston & Partners, Llc
- Regulatory AUM
- $799M
- Discretionary
- $793M
- Clients
- 109
- Avg AUM / client
- $7.3M
- Accounts
- 109
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 109 | $799M | 100.0% |
Private funds (115)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $545M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hpep 3 | Private Equity Fund | Delaware | $54.5M | 59 |
| 2717 Aer | Private Equity Fund | Delaware | $46.2M | 78 |
| Hpep 4 | Private Equity Fund | Delaware | $33.7M | 130,000 |
| 2717 Gal | Private Equity Fund | Delaware | $32.7M | 114 |
| 423 Avi | Private Equity Fund | Delaware | $19.9M | 97 |
| Hpep Ii | Private Equity Fund | Delaware | $17.7M | 28 |
| 2717 Mh | Private Equity Fund | Delaware | $13.3M | 5 |
| 2717 Wis | Private Equity Fund | Delaware | $12.9M | 55 |
| 2717 Ion | Private Equity Fund | Delaware | $11.8M | 77 |
| 2717 Gol | Private Equity Fund | Delaware | $11.7M | 57 |
| 2717 Ing | Private Equity Fund | Delaware | $10.4M | 21 |
| 2717 Cor | Private Equity Fund | Delaware | $9.9M | 53 |
| 2717 Sbi | Private Equity Fund | Delaware | $9.9M | 54 |
| 2717 Meu | Private Equity Fund | Delaware | $9.0M | 72 |
| 423 Cap | Private Equity Fund | Delaware | $8.8M | 92 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harris, Ronald | Managing Member | Jan 2012 (15y) | ≈ 37.5% – 75% via Hfmaster, Llc | |
| Preston, Charles, M | Managing Member | Jan 2012 (15y) | ≈ 37.5% – 75% via 1125 Partners, Llc | |
| Kasper, Melissa | Cco | Feb 2013 (14y) | Less than 5% | |
| Glasgow, William, Parker | Manager, Managing Director | Nov 2019 (7y) | Less than 5% | |
| Matthews, Crystal | Cfo | Nov 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 1125 Partners, Llc | Member | Jan 2012 | A | 50% – 75% |
| Hfmaster, Llc | Member | Jan 2012 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Harris, Ronald: 75% – 100% of Hfmaster, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Preston, Charles, M: 75% – 100% of 1125 Partners, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (115, $545M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hpep 3 | Private Equity Fund | $54.5M | $1.0M | 59 |
| 2717 Aer | Private Equity Fund | $46.2M | $50.0K | 78 |
| Hpep 4 | Private Equity Fund | $33.7M | $500K | 130,000 |
| 2717 Gal | Private Equity Fund | $32.7M | $50.0K | 114 |
| 423 Avi | Private Equity Fund | $19.9M | $50.0K | 97 |
| Hpep Ii | Private Equity Fund | $17.7M | $1.0M | 28 |
| 2717 Mh | Private Equity Fund | $13.3M | $50.0K | 5 |
| 2717 Wis | Private Equity Fund | $12.9M | $50.0K | 55 |
| 2717 Ion | Private Equity Fund | $11.8M | $50.0K | 77 |
| 2717 Gol | Private Equity Fund | $11.7M | $50.0K | 57 |
| 2717 Ing | Private Equity Fund | $10.4M | $50.0K | 21 |
| 2717 Cor | Private Equity Fund | $9.9M | $50.0K | 53 |
| 2717 Sbi | Private Equity Fund | $9.9M | $50.0K | 54 |
| 2717 Meu | Private Equity Fund | $9.0M | $50.0K | 72 |
| 423 Cap | Private Equity Fund | $8.8M | $50.0K | 92 |
| 221 Tic | Private Equity Fund | $8.8M | $50.0K | 26 |
| 423 Cor | Private Equity Fund | $8.7M | $50.0K | 95 |
| 2717 Otr | Private Equity Fund | $8.5M | $50.0K | 42 |
| 423 New | Private Equity Fund | $7.5M | $50.0K | 83 |
| 2717 Glo | Private Equity Fund | $7.3M | $50.0K | 64 |
| 423 Har | Private Equity Fund | $6.8M | $50.0K | 0 |
| 423 Mak | Private Equity Fund | $6.5M | $50.0K | 0 |
| 2717 Ann | Private Equity Fund | $6.5M | $50.0K | 40 |
| 423 Val | Private Equity Fund | $6.4M | $50.0K | 75 |
| 2717 His | Private Equity Fund | $6.0M | $50.0K | 73 |
Top 25 of 115 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 23.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PERFORMANCE ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗