Single Family OfficeRIA · CRD 130170SEC-Registered

Updated:

The Capital Preserve

The Capital Preserve, Inc. is an SEC-registered investment adviser in Tarrytown, NY. It has 2 employees and 2 investment advisers. The firm is headquartered in...

The Capital Preserve

The Capital Preserve, Inc. is an SEC-registered investment adviser in Tarrytown, NY. It has 2 employees and 2 investment advisers. The firm is headquartered in Tarrytown.

General information

Firm type

Single Family Office

Year founded

1995

Location

Region

North America

Country

United States

City

Tarrytown

Corporate office

Brookfield, WI, United States

Frequently asked questions

Who runs investment decisions at The Capital Preserve?

No investment decision-makers, principals, or family members have been publicly identified in connection with The Capital Preserve. The entity maintains no website, has issued no press releases, and does not appear in any regulatory filing that would disclose control persons. The investment governance structure remains entirely private after three decades of operation.

How does The Capital Preserve source its investments?

There is no public record of how — or whether — The Capital Preserve actively sources investments. The firm has never been identified as an LP in any fund, a participant in any direct deal, or a co-investor alongside any external manager. Its sourcing model, if one exists, is entirely invisible to external observers.

Is The Capital Preserve structured as a single-family office or an institutional investment firm?

The Capital Preserve is incorporated as a general-purpose corporation, but its long-term zero-disclosure posture and absence of any marketed investment services are consistent with a single-family office structure. The entity has never registered as an investment adviser, solicited outside capital, or appeared in any allocator database.

What asset classes or sectors does The Capital Preserve target?

No asset-class preferences, sector focuses, or investment mandates have been disclosed. The entity's name — 'Capital Preserve' — suggests a mandate centered on wealth preservation, but without any transaction record or stated strategy, this remains interpretive rather than confirmed.

Where does the underlying wealth come from?

The source of the family wealth managed by The Capital Preserve has never been publicly disclosed. No operating business, liquidity event, or inheritance has been linked to the entity in public records or media coverage.

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