Prep Investment Advisers, L.L.C.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 296631
- Registered since
- July 28, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Prep Investment Advisers, L.L.C. is a SEC-registered investment adviser (registration year 2022) that operates as a manager and sponsor of pooled investment vehicles with a primary orientation toward real estate funds. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled vehicles rather than acting as a standalone capital allocator. Fee arrangements include a percentage-of-assets component alongside performance-based fees. Prep Investment Advisers identifies as an active ESG investor and lists multiple industry relationships — including broker-dealer activity, other advisory roles, CPO/CTA involvement, insurance company links, real estate brokerage, and roles as sponsor or general partner/managing member of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jung Lee
Chief Operating Officer & Chief Financial OfficerCRD 2791334

Robert Pearce
Managing Director and Chief Compliance OfficerCRD 1991468

Stephen Quazzo
Chief Executive OfficerCRD 1060327
Contacts
2 of 2Aldo Mazzocco
Board MemberCRD 8066259

Douglas Lyons
Managing PrincipalCRD 1789623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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