PPR OPPORTUNITY MANAGER, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
331744

Firm profile

FINTRX

Overview

PPR Opportunity Manager, LLC is a limited liability company that functions primarily as a sponsor and manager of pooled investment vehicles. The firm is structured as an individually owned adviser and is not classified under a standard adviser category in the available records. It is not identified as an active ESG investor and does not operate as a multi-state registered adviser. The firm’s documented activity centers on sponsoring pooled funds and acting as a general partner or managing member for those vehicles. That implies the firm’s day-to-day work is oriented toward sourcing deals, performing due diligence, structuring investments, and exercising governance and portfolio oversight through its GP role rather than running a traditional advisory practice for retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 4
  • STEPHEN MEYER

    President and Chief Executive OfficerCRD 1715646

  • Chelsea DeLuca

    Chief Operating OfficerCRD 7923145

  • Charles Halko

    Chief Financial OfficerCRD 7923147

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Contacts

3 of 3
  • David Van Horn

    PresidentCRD 7923133

  • Robert Paulus

    Co-FounderCRD 7923137

  • CLAUDE ROXBOROUGH

    DirectorCRD 3029177

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, 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
DELAWARE
Address
550 E Swedesford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth