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PRESTONWOOD CAPITAL MANAGEMENT, LLC
CRD 175138
5830 GRANITE PARKWAY, SUITE 100-289, PLANO, TX, 75024, United States
Phone
4693343834
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-02-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $10.0M |
| High net worth individuals | 1 | $5.0M |
Official SEC filing: View on IAPD