Ppb Advisors, LLC
● SEC registered since 2015CRD 152303SEC# 801-96194West Conshohocken, PA
Ranks #1,383 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$4.75B
Fund GAV
$4.15B
Private funds
105
Employees
42
Accounts
119
Location
West Conshohocken, PA
About Ppb Advisors
PPB Advisors is associated with PPB Capital Partners, which helps wealth advisors access private market investments. It offers solutions that streamline operational workload and align private markets offerings with advisor and client goals.
Summary based on the firm’s website.
Ppb Advisors, LLC assets under management
Ppb Advisors, LLC is a registered investment adviser overseen by the SEC based in West Conshohocken, PA. The firm has been registered since 2015. It reports $4.8 billion in regulatory assets under management and employs 42 people. Ppb Advisors, LLC manages 105 private funds with combined gross assets of $4.1 billion, including Hyde Park Partners Ltd. By regulatory assets, it ranks 1,383 of 5,974 private fund managers.
Ppb Advisors, LLC private funds
105 funds · $4.15B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hyde Park Partners Ltd | Other Private | $182.1M | $100K |
| Alpha Access Series LP - Private Equity Access Secondaries Fund I | Other Private | $130.9M | $500K |
| Caprock Psp IV LP | Other Private | $130M | $250K |
| Reslaf Perpetual Fund LP | Other Private | $120.5M | $100K |
| Tcg Private Select Partners III, LP | Other Private | $117.7M | $250K |
| Alpha Access Series LP - Credit Access Opportunities Fund I | Other Private | $107.9M | $500K |
| Century Park Growth & Income Fund LP | Other Private | $106.1M | $250K |
| Century Park Income Fund II, LP | Other Private | $99.3M | $250K |
| Lincoln Park 2025 Fund LP | Other Private | $96.2M | $100K |
| One Brick Select Private Credit Fund I, LP | Other Private | $94.2M | $250K |
See all 105 funds — unlock the full record.
Join to unlock · $37/moPpb Advisors, LLC owners & executives
5 reported| 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 |
| Robert Lance Baker Control | Cfo | Under 5% | 2020 |
| Brendan William Lake Control | Officer And Owner | 50-75% | 2013 |
Frequently asked questions
How much does Ppb Advisors, LLC manage?
Ppb Advisors, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Ppb Advisors, LLC manage?
Ppb Advisors, LLC manages 105 private funds with combined gross assets of $4.1 billion.
How many employees does Ppb Advisors, LLC have?
Ppb Advisors, LLC reports 42 employees.
Where is Ppb Advisors, LLC located?
Ppb Advisors, LLC is based in West Conshohocken, PA and has been SEC-registered since 2015.
Does Ppb Advisors, LLC disclose fund performance?
Ppb Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$4.75B▲ 20%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,369 advisers
AUM vs fund managersTop 23%
Larger than 77% of 5,974 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 14%
More than 86% of 16,804 advisers
Assets under management
$4.75Bregulatory AUM
Discretionary $0Non-discretionary $4.75B
Service providers
Auditor
Custodian
Administrator