PPB ADVISORS, LLC
Firm details
- Headquarters
- w cnshohocken, Pennsylvania
- CRD number
- 152303
- Registered since
- May 8, 2015
- Website
- ppbcapitalpartners.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
PPB Advisors, LLC operates as an institutional-focused manager that structures and manages pooled investment vehicles. The firm is classified as a hedge fund and other fund provider and acts in sponsor, general partner and managing member roles for the vehicles it advises. Its advisory activity centers on portfolio management for pooled investment vehicles rather than providing individualized discretionary wealth management to retail households. PPB Advisors presents itself as a non-discretionary manager at scale: the entire reported asset base is held in non-discretionary positions, which aligns with its role as provider and manager of pooled funds where ownership and voting tend to sit with the fund terms rather than individual client-level discretion. The firm does not position itself as an active ESG investor and lists institutional clients as its primary audience. Its compensation approach includes a percentage-of-AUM element alongside other fee components typical for pooled fund structures.
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 3JESSICA ROEPER
Chief Compliance OfficerCRD 5900014
BRENDAN LAKE
Founder & CEOCRD 2486049
Robert Baker
Chief Financial OfficerCRD 5503485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
w cnshohocken, PA
MONTGOMERY
Location
w cnshohocken, PA
Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 300 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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