PRESTON CAPITAL LLC
DBA: PRESTON CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.05B |
| Discretionary | $1.05B100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $351.5M |
| Employees | 18 |
| Peak AUM | $1.26BMar 2025 |
| AUM CAGR | +35789.3% /yrover 3 yrs · 9 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | 16.1% | +35789.3% | — | |
| Discretionary AUM | $1.1B | ||||
Key Metrics
| Total AUM | $1.05B |
| Discretionary | $1.05B |
| Employees | 18 |
| Client Accounts | 3 |
Contact & Location
Address
120 VANTIS
ALISO VIEJO CA 92656
Phone
949-272-2000
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm