PF
Preservation Fund Management Llc
SEC-registered
Investment Adviser
CRD 163907
· SEC file 802-76500
· Cleveland, OH
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ADV data as of Feb 02, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $109M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Historic Preservation Fund 2016 Llc | Real Estate Fund | Ohio | $39.6M | 169 |
| Historic Preservation Fund 2015 | Real Estate Fund | Ohio | $33.0M | 123 |
| Historic Preservation Fund 2014 Llc | Real Estate Fund | Ohio | $22.3M | 89 |
| Historic Preservation Fund 2013 Llc | Real Estate Fund | Ohio | $14.5M | 87 |
Private funds (4, $109M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Historic Preservation Fund 2016 Llc | Real Estate Fund | $39.6M | $100K | 169 |
| Historic Preservation Fund 2015 | Real Estate Fund | $33.0M | $100K | 123 |
| Historic Preservation Fund 2014 Llc | Real Estate Fund | $22.3M | $100K | 89 |
| Historic Preservation Fund 2013 Llc | Real Estate Fund | $14.5M | $100K | 87 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/02/2026 | 1.21 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
Not reported.
Custody
Firm reports it does not have 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: Feb 02, 2026.
View current Form ADV (SEC/IAPD) ↗