# PPB ADVISORS, LLC

PPB ADVISORS, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 152303
- Type: SEC-registered investment adviser
- SEC file number: 801-96194
- Location: 300 BARR HARBOR DRIVE, SUITE 260, WEST CONSHOHOCKEN, PA, 19428
- Phone: 484.278.4017
- Latest filing: 2026-03-23
- Regulatory AUM: $4.8B
- Non-discretionary AUM: $4.8B
- Clients: 42
- Accounts: 119

## Business model

- Compensation: % of AUM, Other
- Clients served: Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Simon H Patterson | PARTNER | Chicago, IL |
| Robert Lance Baker | CFO | Raleigh, NC |
| Simon Patterson | PARTNER | London, X0 |
| Jessica J Roeper | CHIEF COMPLIANCE OFFICER | — |
| Brendan William Lake | OFFICER AND OWNER; PRESIDENT | — |
| BAKER ROBERT LANCE | CFO | — |
| FRY CHARLES SHAY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LAKE BRENDAN W | CHIEF COMPLIANCE OFFICER, PRESIDENT, CEO; MANAGING MEMBER, CCO; PRESIDENT (+1 more) | — |
| GECZY CHRISTOPHER CHARLES | DIRECTOR OF CURRICULUM | — |
| CHAMBERS JOHN | SHAREHOLDER | — |
| PETERS RALEIGH GENE | PARTNER | — |
| STERN ADAM J | CFO | — |
| FLANNERY CHRISTOPHER PATRICK | CCO | — |
| LAKE BRENDAN WILLIAM | OFFICER AND OWNER; PRESIDENT | — |
| STERN ADAM JEFFREY | CFO; OFFICER AND OWNER | — |
| BARLETTA VINCENT FREDERICK | OWNER | — |
| TEUFEL FREDERICK CHARLES | CHIEF COMPLIANCE OFFICER | — |
| ROEPER JESSICA J | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152303/similar
- Related entities: https://search.stillhousedata.com/firm/152303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152303

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.