Asset ManagerRIA · CRD 299552SEC-Registered

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Prevail Partners

Prevail Partners is an SEC-registered investment adviser in Bayport, MN. The firm manages approximately $64 million in regulatory assets. It has 1 employee and...

Prevail Partners logo

Prevail Partners

Prevail Partners is an SEC-registered investment adviser in Bayport, MN. The firm manages approximately $64 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Generalist

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bayport

Corporate office

200 W Washington Sq, Apt 3107, Philadelphia, PA 19106, United States

Principals

Mary Schaheen

President and Director

Patrick J. Keenan

Director and Chief Strategist

Lester Crawford

Advisory Board

Sector focus

Digital HealthHealthcare ServicesEnterprise Software

Frequently asked questions

Who runs investment decisions at Prevail Partners?

Mary Schaheen, as President and Director, leads investment decisions at the firm. She is supported by Director and Chief Strategist Patrick J. Keenan, with advisory input from former FDA Commissioner Lester Crawford. The lean decision-making structure reflects the firm's concentrated portfolio approach.

How does Prevail Partners source proprietary deal flow?

The firm sources opportunities through deep regulatory networks, including the participation of former FDA Commissioner Lester Crawford on its advisory board. Active membership in regional industry groups like Life Sciences Pennsylvania and BioNJ further provides early visibility into emerging life sciences companies. The firm's in-house clinical trial capabilities also generate direct operational connections to early-stage biotech ventures.

Is Prevail Partners structured as a single family office or does it operate more like a venture firm?

Prevail Partners operates as an asset manager with a hybrid venture-and-services model, not a family office. The firm's architecture includes both a direct investment arm and an affiliated clinical trial services company, Prevail InfoWorks, which acts as an operational partner to portfolio companies rather than an external vendor.

What is the relationship between Prevail Partners and Prevail InfoWorks?

Prevail InfoWorks is an affiliate company that provides clinical trial execution and management services. Portfolio companies of Prevail Partners can access these in-house services, creating an integrated model where capital investment is paired with operational support for regulatory navigation and trial management. This reduces the typical friction of outsourcing to third-party contract research organizations.

What investment stages does Prevail Partners typically target?

Prevail Partners targets early-stage and growth-stage companies, focusing on life sciences and technology sectors. The stage coverage spans from preclinical biotech companies requiring clinical trial support to growth-stage digital health platforms scaling their regulatory and commercial infrastructure.

Does the firm maintain philanthropic structures, and how are they separated?

Related philanthropic entities include the Peace of Mind Project and Shimojani Inc. While these share principal connections with Prevail Partners, they operate as separate legal and programmatic entities distinct from the for-profit investment activities of the management entity.

What is Prevail Partners' known posture on co-investments alongside external parties?

The firm's co-investment posture has not been publicly detailed in available records. Given its lean team and integrated service model, the firm has historically maintained a concentrated, direct-investment approach rather than widely syndicating deals. Its affiliate Prevail InfoWorks serves as the primary operational co-investor in the sense that it provides services alongside capital, though this is a related-party rather than a third-party arrangement.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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