Preston Capital Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 3
- Avg AUM / client
- $352M
- Accounts
- 3
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.1B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dogwood Ii Lp master | Private Equity Fund | South Dakota | $1.0B | 3 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Posnick, David, Franklin | Chairman | Aug 2015 (11y) | Less than 5% | |
| Brooks, Jonathan, Christopher | Managing Director | Aug 2023 (3y) | Less than 5% | |
| Caputo, Christopher, Michael | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Hogan, William, Jonathan | President / Cfo | Aug 2023 (3y) | Less than 5% | |
| Nelson, Jonathan, James | Ceo / Chief Invesment Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Allen G Nelson Family Trust | Owner | Aug 2023 | A | 50% – 75% |
| Bb Family Trust | Owner | Aug 2023 | A | 25% – 50% |
| Jb Family Trust | Owner | Aug 2023 | A | 10% – 25% |
| Esh Properties Llc | Owner | Aug 2023 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dogwood Ii Lp | Private Equity Fund | $1.0B | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗