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HARRIS PRESTON & PARTNERS, LLC

CRD 160068 · SEC 801-74433

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1221 S MOPAC EXPRESSWAY, SUITE 260, AUSTIN, TX, 78746, United States

Phone

512-505-4111

Fax

512-505-4110

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$799.2M

Discretionary AUM

$793.0M

Team

15 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; PERFORMANCE ALLOCATION

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles109$799.2M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD