The Bridge to Alternative Investments

PPB Capital Partners designs and builds institutional-quality fund infrastructures, establishes operating and offering terms, and manages the daily fund operations so you can focus on your clients

Wealth Managers
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Fund Managers
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The Process for Allocating to Institutional Quality Alternative Investments Across Multiple Client Accounts is Challenging

Administrative and Operational Demands
Expensive
Opportunity Cost
Compliance
Staffing
Complexity

Experience the difference of partnering with an expert.

By outsourcing the portfolio construction, fund administration, and daily management of your fund to PPB, you can focus on your core advisory competencies.

  • Allocate across multiple client accounts with ease
  • Aggregate client investments to reach higher investment minimums
  • Simplify administrative and client reporting
  • Add compliance and risk management best practices
  • Reduce business risk
  • Offer clients the benefits of economies of scale
  • Broader and more diversified client base

Starting your own fund? Download our checklist

If you are a wealth management firm starting your own private fund or fund of funds, this checklist is a helpful guide for the common tasks that need to be completed for a successful launch.

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Download

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National Footprint
  • “In PPB Capital Partners, we found an expertise in overall design and management for the alternative investments sleeve of our client needs.
    To date, we at Quadrant have found PPB’s process transparent, streamlined and fairly priced.”

    HERMAN L. RIJ
    Founding Partner of Quadrant Private Wealth

  • PPB delivers a cost-efficient solution for accessing alternative investments that reduces the operational burden for our investors and our business

    Richard Beecher
    Fundamental Advisors

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