Preisz Financial Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1987

Year Founded

  • Professionals
  • 6

Professionals

  • AUM

Preisz Financial General Information

Description

Preisz Financial is an investment advisor based in Portland, Oregon. Established in 1987, they provide services like investment management, insurance service, financial planning, and strategies for all employee benefit needs, including group health, life, and disability insurance, 401(k) and profit-sharing plans, executive compensation, business continuity plans, and more. The assets of the firm are managed and governed by an executive management team.

Contact Information

Website
www.preisz.com
Year Founded
1987
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Chief Investment Officer
Email
to
Phone
+1 (503)
Corporate Office
  • 4525 South-West Condor Avenue
  • Portland, OR 97239
  • United States
+1 (503)

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Preisz Financial Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Preisz Financial Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Preisz Financial FAQs

  • When was Preisz Financial founded?

    Preisz Financial was founded in 1987.

  • Where is Preisz Financial headquartered?

    Preisz Financial is headquartered in Portland, OR.

  • How many Assets Under Management (AUM) does Preisz Financial have?

    Preisz Financial has in assets under management.

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