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PRESTON CAPITAL
PRESTON CAPITAL LLC
CRD 328417 · SEC 801-128923
120 VANTIS, SUITE 130, ALISO VIEJO, CA, 92656, United States
Phone
949-272-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
18 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $1.05B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD