PPB Capital Partners

Bring Efficiency to Your In-House Private Fund Operations

Transform your alternative investment fund program by streamlining the operational workload associated with proprietary funds. Many private wealth advisors recognize that the value from alternative investments grows exponentially, but so does the workload. That’s why many look to outsource private fund management.

Unpack the Complexity of Private Fund Management

Running your private fund isn’t just complex—it’s resource-intensive. For advisors aiming to scale efficiently and stay focused on client relationships, offloading these operational burdens isn’t just smart—it’s strategic.

Infrastructure to Support your Business

The right partner can drive scale and efficiency to your practice. At PPB, we take on the General Partner role, allowing you to stay focused as the investment advisor. Our Legacy Operations Solutions program optimizes workflows, reduces workload, and enhances fund management.

Streamline operations

With a seamless transition, our dedicated team handles critical tasks—due diligence records, auditor requests, capital calls, tax documents, and reporting.

White-glove service

Dedicated back- and middle-office support through an unmatched service model, managing 45+ tasks per fund on your behalf.

Increase profitability

Leverage our scale and resources to access third-party partners for often lower, pre-negotiated fees.

Mitigate risk

With refined processes, our meticulous team sorts through all the paperwork to help reduce risk and ensure compliance.

Opportunity cost

Turn your focus to expanding your client base and attracting new generations of wealth in alternative investments.

PPB’s Role as Operational Fiduciary

Maintain the importance of your role as the advisor with complete back-and middle- office operational support. Custom fund structures are complex—we manage them with precision and ease.

Fund Development

PPB provides guidance throughout the fund creation process.

Middle-Office Operations

PPB's in-house operations team of experts will be your dedicated point of contract.

Core Operational Services

As an outsourced General Partner, PPB fulfills operational duties.

Accounting Taxes*

PPB answers questions and facilitates discussions with auditors to ensure your firm complies with regulatory guidelines.

CIO Oversight

PPB's investment strategy and research team are an important valuation resource to assist with vital pre- and post-launch tasks.

Advisors who make the decision to offer alternatives investment funds do so for good reason - they can bring powerful impact to their clients' portfolios. As your clients' appetite for new or multiple alternative options increases, you need to scale your business to keep up.

– Amanda Bannon, Chief Operatiing Offices, PPB Capital Partners