Ppb Advisors, LLC is a large advisory firm based in Conshohocken. It manages $644.9 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.
Ppb Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as private fund manager.
The assets under management (AUM) of Ppb Advisors, LLC is $644.9 million. The firm's AUM has grown by 6546% since the beginning of its operation, and $13.57 million of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Brendan W Lake is pooled investment vehicles with 29 clients and $644.9 million of assets under management. Among the 10 most similar advisory firms, Ppb Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $644.9 million for 29 clients. None of the firm’s clients are foreign persons or businesses.
Ppb Advisors also advises several private funds. Namely, one hedge fund, six real estate funds, eighteen other private funds, and four private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.
The company employs 10 people that are either part- or full-time employees. No employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brendan W Lake has been acting as President since 1 Nov 2008. Christopher Patrick Flannery joined the executive team most recently as the Cco.
The principal office where Ppb Advisors, LLC performs its advisory services is located at 125 East Elm Street, Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484.278.4017 or by fax 484-588-4786. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at ppbadvisors.com.