Capital Markets Solutions

Navigate Alternative Allocations with Confidence

Strategies to tackle defined challenges with creative solutions.

Tap into the Strength of a Robust Alternative Investment Approach

Capital Markets Solutions (CMS) is an extension of your investment office, working hand in hand with private wealth advisors to help reach their alternative investment goals and build more durable portfolios. Our process is backed with peer idea generation, portfolio construction, and capital introductions.

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Collaborative Partnerships

Solutions are the result of advisor feedback, reflect their needs and alleviate investment hurdles.
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Unbiased Guidance

Operating only in the best interest of our clients, with integrity and trust, 100% of our decisions start with you.
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High Conviction

Select curated strategies are provided at any given time. We act on only our best ideas, not every idea.

Framed for success, driven by peers

 

  • Access and attractive entry points: Lower minimums for entry points to any private market asset class, many of which are inaccessible to private wealth investors.
  • Insight into differentiated investment strategies: Highly vetted boutique and institutional managers sourced by our in-house research team in collaboration with RIA
  • Discovery to meet clients’ evergreen objectives: Focused on advisor needs, the solutions are the result of working with wealth advisors to access a particular asset class or manager.
  • Value-added strategies: A well-balanced offering of strategies that complement one another and clients’ existing allocations.

Representative Managers *

Key partners represented on our CMS platform, out of hundreds of managers that work with PPB, are proudly displayed as a sample to show the diversification and caliber offered in our program.

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Strategies Currently Vetting ^

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Energy Demand

Essential infrastructure offering portfolio stability and long-term income potential.

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AI Infrastructure

Data centers and digital infrastructure—without direct tech market exposure.

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Residential Real Estate

Stable, income-generating housing investments backed by demand and inflation protection.

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Take-Private Deals

Strategic ownership of public companies taken private, with potential for operational improvement and growth.

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Low Correlation Assets

Niche strategies like litigation finance and royalties that move independently of public markets.

CMS Process

1
Idea Generation and Collaboration

Peer conversations to address portfolio needs and solve challenges.

2
Asset Manager Discussions

Hundreds of meetings to identify unique strategies of the most qualified opportunities.

3
Manager Access Committee

Broad team representation review and score managers for unanimous approval.

4
Engagement and Distribution Agreements

Negotiate and sign engagement and distribution agreements.

5
Third Party Due Diligence

Conduct comprehensive risk and due diligence reporting outside of PPB.

6
Gauge Interest from PPB Network

Initiate conversations with advisors to gauge interest and define top-tier opportunities that fit current allocations.

7
Founders’ Raise

Seed investor capital of fund raise efforts.

8
Fund Launch

Take subscriptions until capacity is met until close.

*Managers are unaffiliated with PPB Capital Partners and its affiliates. PPB does not recommend Managers.


^2025 themes

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    I See Risk, Where’s My Premium?

    February 13, 2025

    Press Release: PPB Capital Partners Advances Capital Markets Solutions (CMS) Program

    February 27, 2025