Harris Preston & Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $799M in regulatory assets under management, 15 employees, and 109 accounts.
Assets Under Management
$799M
Employees
15
Offices
--
Total Clients
109
Primary office
AUSTIN, TX
1221 S MOPAC EXPRESSWAY, SUITE 260, AUSTIN, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
109
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$799Mas of March 31, 2026
Discretionary99.2%
$793M
99% of total RAUM99.2%
Non-discretionary0.8%
$6M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$799M
Total Accounts109
10Y AUM Change+$496M (+164.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee7:1
10Y Employee Change+2 (+15.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.