PPB ADVISORS, LLC

other names
  • PPB ADVISORS, LLC
  • PPB ADVISORS HOLDINGS, LLC

Adviser Profile
As of Date 03/23/2026
ADV Location WEST CONSHOHOCKEN, PA, United States
Adviser Type - Large advisory firm
Number of Employees 42 20%
of those in investment advisory functions
Registration SEC, Approved, 05/08/2015
Other registrations (1)
AUM* 4,751,573,238 72%
of that, discretionary 0
Private Fund GAV* 4,372,752,903 16%
Avg Account Size 39,929,187 -2%
SMA’s No
Private Funds 173 80
Contact Info 484 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 988M 659M 329M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count31 GAV$28,908,000
Fund TypeOther Private Fund Count142 GAV$4,343,844,903

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Brochure Summary