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Advanced Search provides access to a range of criteria-based search options, tools and views across alternative assets. If you like to start with a top-down view, have full access to the underlying LP information and require limitless customization options, then our Advanced Search functionality is just what you’re looking for. Easily narrow down results for complex searches with access to our full range of filters or one of our more specialized searches to get faster access to the results that really matter.

Accessing Investor Advanced Search

From the Dashboard, use Search For > Investors in the top navigation bar to access Investor Advanced Search. You will automatically be defaulted to the full Advanced Search:

Using Investor Advanced Search

Using our Investor Advanced Search is exactly the same as using all criteria-based searching on Preqin Pro. For a refresher on how to use our criteria based searches, click here.

However, Investor Advanced Search does have some unique properties like the ability to:

Keyword Search: Used to look for specified terms in the name or underlying profile data of an investor.
Include inactive investors: Checkbox to include investors that no longer have an allocation in alternative assets.
Include investors based on previous fund investments: Checkbox to show investors that have a past investment made in your selection. Unselect to only show those investors with a preference or current investment.

Once you have your results you can export results into Excel, add firms to a target list, save your search criteria or click on the investor’s name to go directly to their profile for more information.

Adding Additional Data to Results

Additional customization comes from the ability to add any column from the investor data into your table. Use the Manage Columns button above the table to open the dialog box. There is a multitude of data you can add including current allocations, target allocations, preferences, registered investment advisors (RIA), and ESG status.

Map View

Use the Map View to switch the view to a view of investors based on their location.

You can access map view in the investor's search by clicking on Map on the right-hand side. Clicking on the bulbs will allow you to zoom into the area to determine the exact location of the investor.

Once your results are refined you can use the:

Export button to download all shown results into Excel.
Use the checkboxes at the left-hand side of the table to select some/all investors to add into a target list. Learn how to create target lists here.
Save your search using the Load/Save Search button.

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