PPB ADVISORS, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 152303). Regulatory assets under management: $4.8B.
Compensation: % of AUM, Other.
Clients served: Investment cos.
| 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 | — |
Showing 15 of 119 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| HYDE PARK PARTNERS LTD | Other Private Fund | British Virgin Islands | 24 | $182.1M | $100K |
| TBG ALTERNATIVE INCOME SOLUTIONS LP | Other Private Fund | Delaware | 243 | $181.6M | $250K |
| ALPHA ACCESS SERIES LP - PRIVATE EQUITY ACCESS SECONDARIES FUND I | Other Private Fund | Delaware | 52 | $130.9M | $500K |
| CAPROCK PSP IV LP | Other Private Fund | Delaware | 163 | $130.0M | $250K |
| RESLAF PERPETUAL FUND LP | Other Private Fund | Delaware | 311 | $120.5M | $100K |
| TCG PRIVATE SELECT PARTNERS III, LP | Other Private Fund | Delaware | 112 | $117.7M | $250K |
| ALPHA ACCESS SERIES LP - CREDIT ACCESS OPPORTUNITIES FUND I | Other Private Fund | Delaware | 65 | $107.9M | $500K |
| CENTURY PARK GROWTH & INCOME FUND LP | Other Private Fund | Delaware | 120 | $106.1M | $250K |
| CENTURY PARK INCOME FUND II, LP | Other Private Fund | Delaware | 98 | $99.3M | $250K |
| LINCOLN PARK 2025 FUND LP | Other Private Fund | Delaware | 57 | $96.2M | $100K |
| ONE BRICK SELECT PRIVATE CREDIT FUND I, LP | Other Private Fund | Delaware | 230 | $94.2M | $250K |
| ALPHA ACCESS SERIES LP - REAL ESTATE ACCESS OPPORTUNITIES FUND I | Other Private Fund | Delaware | 54 | $87.8M | $500K |
| TG PRIVATE MARKET OPPORTUNITIES FUND LP | Other Private Fund | Delaware | 55 | $81.5M | $250K |
| CAPROCK PSP V LP | Other Private Fund | Delaware | 105 | $81.3M | $250K |
| INCOME ACCESS FUND, L.P. | Other Private Fund | Delaware | 75 | $73.7M | $250K |