| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Caprock Psp IV LP | Other Private | $130M | $250K |
| Alpha Access Series LP - Private Equity Access Secondaries Fund I | Other Private | $127.9M | $500K |
| Reslaf Perpetual Fund LP | Other Private | $118.6M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan William Lake Control | President | Under 5% | 2008 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2023 |
| Ppb Capital Partners LLC Control | Owner | Over 75% | 2014 |
Ppb Advisors, LLC reports $4 billion in regulatory assets under management on its Form ADV.
Ppb Advisors, LLC manages 92 private funds with combined gross assets of $3.5 billion.
Ppb Advisors, LLC reports 48 employees.
Ppb Advisors, LLC is based in West Conshohocken, PA and has been SEC-registered since 2015.
Ppb Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 Barr Harbor Drive, Suite 260, West Conshohocken, PA 19428 |
| Phone | 484.278.4017 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $3.96B |
| Total (RAUM) | $3.96B |