← Tributary

PREP INVESTMENT ADVISERS, L.L.C.

CHICAGO, IL · CRD 296631 · IAPD ↗ · 312-499-1952

$1.91BRegulatory AUM
34Advisory reps
34Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — PREP INVESTMENT ADVISERS, L.L.C. reported RAUM up 83% ($1.04B -> $1.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2026 — PREP INVESTMENT ADVISERS, L.L.C. grew from 27 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — PREP INVESTMENT ADVISERS, L.L.C. crossed $1B in regulatory AUM ($477.0M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2024 — PREP INVESTMENT ADVISERS, L.L.C. reported RAUM up 33% ($358.6M -> $477.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — PREP INVESTMENT ADVISERS, L.L.C. grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.