PPC

RIASEC RegisteredEst. 2018
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$801M
Accounts
9
Employees
50
Advisory reps
9

Firm details

Headquarters
CHICAGO, Illinois
CRD number
291331
Registered since
March 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PPC operates as a limited partnership and is registered with the SEC since 2018. The firm functions both as an independent registered investment adviser and as a private equity fund sponsor, positioning itself as a capital allocator for institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles; it also acts as a general partner and managing member of those pooled vehicles. PPC charges a mix of asset-based and performance-linked fees (along with other fee arrangements) and identifies as an active ESG investor, suggesting ESG factors are incorporated into its investment or manager-selection process.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • ANTHONY PRITZKER

    Co-Founder, Chairman & CEOCRD 2182332

  • BRADLEY WEST

    Partner, Chief Operating Officer & General CounselCRD 6907301

  • ANDREW PETRI

    CFOCRD 6499000

Contacts

3 of 6
  • THOMAS MUENSTER

    TrusteeCRD 6907300

  • LEWIS LINN

    TrusteeCRD 6907299

  • CHISTOPHER BRANNAN

    Assistant General CounselCRD 5298726

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth