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VentureFirmcorporate venture · candidateregistered_investment_adviser

Prep Investment Advisers, L.L.C.

Venture Capital

Chicago, IL

Averaging 30 years of experience, Pearlmark's senior leadership guides the firm's investment strategies and manages a team of professionals with diverse private

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:ba553f7c-5534-42f1-98aa-fd7b4699abe6

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 5
On other graphs: 3
Observed: Sep 12, 2026 to Sep 17, 2026
40 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

PREP INVESTMENT ADVISERS, L.L.C.

Registered adviser · shared crd

Private Creditidentity

PREP INVESTMENT ADVISERS, L.L.C.

Private credit manager · shared crd

Real Estate Fundsidentity

Prep Investment Advisers, L.L.C.

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
Regulatory AUM: $477M
Funds with fundraising evidence: 0derived
Investments: 1
Portfolio companies: 1
Investments, 12m: 1
Partner-attributed: 0
People: 37
Investment professionals: 28derived
Co-investors: 0derived
LP relationships: 0
Stated sectors: climateas stated by the firm
Stated geography: asia,global
Latest ADV filing: May 6, 2024
Website: pearlmark.com

Investments

round size is never this investor's check

Company	State	Stage	Round size	Partner	Attribution	Observed
Sipc	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026

Co-investors

pairs come only from shared rounds and listings

Investor	Co-investor	Shared deals	Shared companies	Last observed	Strength
Manhattan West Asset Management, LLC	Prep Investment Advisers, L.L.C.	1	1	Sep 16, 2026	One time
Overlap Ventures Management, LLC	Prep Investment Advisers, L.L.C.	1	1	Sep 16, 2026	One time
Hsbc Securities (USA) Inc.	Prep Investment Advisers, L.L.C.	1	1	Sep 16, 2026	One time
Iselect Fund Management, LLC	Prep Investment Advisers, L.L.C.	1	1	Sep 16, 2026	One time
Prep Investment Advisers, L.L.C.	LAS Olas Capital Advisors, LLC	1	1	Sep 16, 2026	One time

Relationships

Invested in (1)

→ SIPCCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site

Employs (38)

→ Thejas RengaswamyPersonAnalyst
factThe subject's own site
→ Jennifer MinesPersonAccounting Associate
factThe subject's own site
→ Will SandiferPersonAccounting Associate
factThe subject's own site
→ Jacob WeiskirchPersonAssociate
factThe subject's own site
→ Phil PollicePersonAnalyst
factThe subject's own site
→ Spencer DziubaPersonAnalyst
factThe subject's own site
→ Luke MasciopintoPersonAnalyst
factThe subject's own site
→ Michal MoszPersonAnalyst
factThe subject's own site
→ Rebecca EggertPersonExecutive Associate
factThe subject's own site
→ Shawna KimPersonExecutive Associate
factThe subject's own site
→ Thao NguyenPersonExecutive Associate
factThe subject's own site
→ Laura DubinPersonProject Manager
factThe subject's own site
→ Stephen QuazzoPersonCEO & Co-Founder
factThe subject's own site
→ Doug LyonsPersonManaging Principal
factThe subject's own site
→ Steven GordonPersonManaging Director
factThe subject's own site
→ Michael HalesPersonManaging Director
factThe subject's own site
→ Aaron RobisonPersonManaging Director
factThe subject's own site
→ Mark WittPersonManaging Director
factThe subject's own site
→ Brian JohnsonPersonSenior Vice President
factThe subject's own site
→ Darshak ShahPersonSenior Vice President
factThe subject's own site
→ Rich DoughertyPersonVice President
factThe subject's own site
→ Brad SmithPersonVice President
factThe subject's own site
→ Erin SullivanPersonVice President
factThe subject's own site
→ Melanie WangPersonVice President
factThe subject's own site
→ Patricia ChillisPersonPortfolio Controller
factThe subject's own site
→ Marco HartnettPersonPortfolio Controller
factThe subject's own site
→ Jeremy BergerPersonAssociate
factThe subject's own site
→ Trent HaileyPersonAssociate
factThe subject's own site
→ Katie HarveyPersonAssociate
factThe subject's own site
→ Ryan MurrayPersonAssociate
factThe subject's own site
and 8 more

Manages (2)

→ Pearlmark Mezzanine Realty Partners V, L.P.FundReal Estate Fund
Mar 16, 2021 to presentfactForm ADV
→ Pearlmark Mezzanine Realty Partners IV, L.P.FundReal Estate Fund
Apr 6, 2018 to presentfactForm ADV

Owns (6)

← Pearlmark Real Estate, L.L.C.FirmSole Member
Oct 1, 2014 to presentfactForm ADV
← Conning & CompanyFirmShareholder
Mar 1, 2023 to presentfactForm ADV
← Conning Holdings CorpFirmShareholder
Mar 1, 2023 to presentfactForm ADV
← Conning U.S. Holdings, Inc.FirmShareholder
Mar 1, 2023 to presentfactForm ADV
← Generali Investments Holding S.P.AFirmShareholder
Apr 1, 2024 to presentfactForm ADV
← Assicurazioni Generali S.P.AFirmShareholder
Apr 1, 2024 to presentfactForm ADV

Dated events

Occurred
Apr 21, 2023
Person left
Wendy Freyer (Chief Compliance Officer) no longer on Schedule A of Prep Investment Advisers, L.L.C.
Form ADVobserved 7 days ago
Occurred
Mar 1, 2023
Person joined
Robert Stedman Pearce joined Schedule A of Prep Investment Advisers, L.L.C. as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Mar 1, 2023
Person joined
Linwood Earle Bradford joined Schedule A of Prep Investment Advisers, L.L.C. as Chair Of The Board
Form ADVobserved 7 days ago
Occurred
Mar 1, 2023
Person joined
Jung Won Lee joined Schedule A of Prep Investment Advisers, L.L.C. as Boardmember
Form ADVobserved 7 days ago
Occurred
Apr 6, 2018
Adviser's first ADV filing
Prep Investment Advisers, L.L.C. first filed Form ADV (ERA)
Form ADVobserved 7 days ago

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 website (Form ADV), 6 work emails (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Thejas Rengaswamy (Analyst), Jennifer Mines (Accounting Associate), Will Sandifer (Accounting Associate), Jacob Weiskirch (Associate), Phil Pollice (Analyst), Spencer Dziuba (Analyst), Luke Masciopinto (Analyst), Michal Mosz (Analyst), Rebecca Eggert (Executive Associate), Shawna Kim (Executive Associate), Thao Nguyen (Executive Associate), Laura Dubin (Project Manager).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:ba553f7c-5534-42f1-98aa-fd7b4699abe6
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Prep Investment Advisers, L.L.C.

Venture Capital

Chicago, IL

Averaging 30 years of experience, Pearlmark's senior leadership guides the firm's investment strategies and manages a team of professionals with diverse private

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:ba553f7c-5534-42f1-98aa-fd7b4699abe6

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Company

State

Stage

Round size

Partner

Attribution

Observed

Sipc

n/a

Unknown

Sep 16, 2026

Investor

Co-investor

Shared deals

Shared companies

Last observed

Strength

Manhattan West Asset Management, LLC

Prep Investment Advisers, L.L.C.

Sep 16, 2026

One time

Overlap Ventures Management, LLC

Prep Investment Advisers, L.L.C.

Sep 16, 2026

One time

Hsbc Securities (USA) Inc.

Prep Investment Advisers, L.L.C.

Sep 16, 2026

One time

Iselect Fund Management, LLC

Prep Investment Advisers, L.L.C.

Sep 16, 2026

One time

Prep Investment Advisers, L.L.C.

LAS Olas Capital Advisors, LLC

Sep 16, 2026

One time