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HARRIS PRESTON & PARTNERS, LLC
CRD 160068File 801-74433
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$799.2M
Above cohort median (national)
Discretionary AUM
$793.0M
Non-discretionary $6.1M
Clients
109
109 accounts
Employees
15
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 27, 2012
- Principal office
- 1221 S MOPAC EXPRESSWAY, SUITE 260, AUSTIN, TX, 78746
- Phone
- 512-505-4111
- Website
- HTTP://HARRISPRESTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $799.2M
- Discretionary AUM
- $793.0M
- Non-discretionary AUM
- $6.1M
- Discretionary accounts
- 104
- Non-discretionary accounts
- 5
- Total accounts
- 109
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 109 | $799.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERFORMANCE ALLOCATION
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.