PPrivate Fund Data Log in Join · $37/mo

Prep Investment Advisers, L.L.C.

● SEC registered since 2022CRD 296631SEC# 801-126231Chicago, IL
Export (members)
Ranks #2,641 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.04B
Fund GAV
$781.3M
Private funds
4
Employees
27
Accounts
4
Location
Chicago, IL

Prep Investment Advisers, L.L.C. assets under management

Prep Investment Advisers, L.L.C. is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2022. It reports $1 billion in regulatory assets under management and employs 27 people. Prep Investment Advisers, L.L.C. manages 4 private funds with combined gross assets of $781.3 million, including Pearlmark Equity Partners II, L.P. By regulatory assets, it ranks 2,641 of 5,911 private fund managers.

Prep Investment Advisers, L.L.C. private funds

4 funds · $781.3M GAV
FundTypeGross assetsMin.
Pearlmark Equity Partners II, L.P.Real Estate$289.7M$5M
Pearlmark Mezzanine Realty Partners VI, L.P.Real Estate$288.2M$5M
Pearlmark Mezzanine Realty Partners V, L.P.Real Estate$198.5M$5M
See all 4 funds — unlock the full record.
Join to unlock · $37/mo

Prep Investment Advisers, L.L.C. owners & executives

12 reported
NameTitleOwnershipSince
Aldo Mazzocco ControlBoardmemberUnder 5%2024
Douglas Wechsler Lyons ControlManaging PrincipalUnder 5%2014
Jung Won Lee ControlChair Of The BoardUnder 5%2024
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Prep Investment Advisers, L.L.C. manage?

Prep Investment Advisers, L.L.C. reports $1 billion in regulatory assets under management on its Form ADV.

How many private funds does Prep Investment Advisers, L.L.C. manage?

Prep Investment Advisers, L.L.C. manages 4 private funds with combined gross assets of $781.3 million.

How many employees does Prep Investment Advisers, L.L.C. have?

Prep Investment Advisers, L.L.C. reports 27 employees.

Where is Prep Investment Advisers, L.L.C. located?

Prep Investment Advisers, L.L.C. is based in Chicago, IL and has been SEC-registered since 2022.

Does Prep Investment Advisers, L.L.C. disclose fund performance?

Prep Investment Advisers, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 West Madison Street # 2800, Chicago, IL 60606-3417
Phone312-499-1952
Fax312-499-1901
Office hours8:30-5:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.04B
Non-discretionary$0
Total (RAUM)$1.04B

Service providers

Auditor
Custodian