PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Ppb Advisors, LLC

● SEC registered since 2015CRD 152303SEC# 801-96194West Conshohocken, PA
Export (members)
Ranks #1,379 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$4.75B
Fund GAV
$4.31B
Private funds
112
Employees
42
Accounts
119
Location
West Conshohocken, PA

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 112 private funds with combined gross assets of $4.3 billion, including Hyde Park Partners Ltd. By regulatory assets, it ranks 1,379 of 6,030 private fund managers.

Ppb Advisors, LLC private funds

112 funds · $4.31B GAV
FundTypeGross assetsMin.
Hyde Park Partners LtdOther Private$182.1M$100K
Alpha Access Series LP - Private Equity Access Secondaries Fund IOther Private$130.9M$500K
Caprock Psp IV LPOther Private$130M$250K
Reslaf Perpetual Fund LPOther Private$120.5M$100K
Tcg Private Select Partners III, LPOther Private$117.7M$250K
Alpha Access Series LP - Credit Access Opportunities Fund IOther Private$107.9M$500K
Century Park Growth & Income Fund LPOther Private$106.1M$250K
Century Park Income Fund II, LPOther Private$99.3M$250K
Lincoln Park 2025 Fund LPOther Private$96.2M$100K
One Brick Select Private Credit Fund I, LPOther Private$94.2M$250K
See all 112 funds — unlock the full record.
Join to unlock · $37/mo

Ppb Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brendan William Lake ControlPresidentUnder 5%2008
Jessica J Roeper ControlChief Compliance OfficerUnder 5%2023
Ppb Capital Partners LLC ControlOwnerOver 75%2014
Robert Lance Baker ControlCfoUnder 5%2020
Brendan William Lake ControlOfficer And Owner50-75%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 112 private funds with combined gross assets of $4.3 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

Address300 Barr Harbor Drive, Suite 260, West Conshohocken, PA 19428
Phone484.278.4017
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$4.75B▲ 20%
Mar '25 — $3.96BApr '25 — $3.96BMay '25 — $3.96BJun '25 — $3.96BJul '25 — $3.96BAug '25 — $3.96BSep '25 — $3.96BOct '25 — $3.96BNov '25 — $3.96BDec '25 — $3.96BJan '26 — $3.96BFeb '26 — $3.96BMar '26 — $4.75BApr '26 — $4.75BMay '26 — $4.75BJun '26 — $4.75BJul '26 — $4.75B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
AUM vs fund managersTop 23%
Larger than 77% of 6,030 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 14%
More than 86% of 16,824 advisers

Assets under management

$4.75Bregulatory AUM
Discretionary $0Non-discretionary $4.75B

Service providers