Asset Managers

Providing access to institutional caliber strategies for our private wealth advisor partners is an important part of our business. That’s why introductions to differentiated managers like you is highly valued among our team. Register to meet our investment team.

Managers working with PPB for an Institutional Private Wealth Solution 

PPB Capital Markets Solutions provides alternative asset managers access to the growing private wealth community via a single institutional partner.

• Sector Experts – PPB has partnered with private wealth advisors since 2008, building a robust network of sophisticated firms from which asset managers may benefit. 
• Streamlined Access – Asset managers can diversify their LP base without having the added operational burden of handling dozens or hundreds of smaller commitments and relationships.
• Distribution – Segmented into 8 territories, supported by a staff of 20+ sales, marketing, and investment professionals. PPB’s team becomes an extension of a manager’s distribution team, solely focused on the fiduciary community.
• Aligned Fund Offering – CMS does not market multiple competing strategies. i.e., there will not be multiple corporate credit funds, multiple long/short funds, etc.