Manager, Managing Director · Harris Preston & Partners, LLC
Charles M Preston
CRD 6032534 · Named on Form ADV at one SEC-registered adviser
At a glance
Harris Preston & Partners, LLC, an SEC-registered private fund adviser based in Austin, TX with $799 million in regulatory assets, lists Charles M Preston on its Form ADV as Manager, Managing Director, a control person.
Firms and roles
- Harris Preston & Partners, LLCManager, Managing DirectorPrivate fund adviser · Austin, TX · $799M in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Melissa KasperCCO, Harris Preston & Partners, LLC
- Crystal MatthewsCFO, Harris Preston & Partners, LLC
- William P. GlasgowManager, Managing Director, Harris Preston & Partners, LLC
- Scott DonaldsonChairman of the Advisory Board, Harris Preston & Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.