About PPB

Rooted in Trust. Focused on the Future of Private Wealth

Adapting alongside wealth advisors—delivering private market access and solutions shaped by their evolving needs.

The premise of our business model is adapting to meet the demands of wealth advisors so they can successfully execute their private market vision.

 

For nearly two decades, we’ve navigated change and opened doors for private wealth advisors in ways our industry hadn’t experienced. That way, our partners can deliver the most effective and differentiated private market programs that bring a unique source of portfolio diversification, uncorrelated income, and alpha differentiators.

 

Principles That Scale. Integrity That Lasts.

 

At the core of PPB’s vision is a simple but powerful commitment: always do the right thing for our clients.

 

Every decision we make begins with your best interest in mind. It’s this conviction—rooted in truth and integrity—that fuels our long-term partnerships and our firm’s continued success.

– Brendan Lake, Founder and CEO at PPB

Simply put, PPB is inspired by our wealth advisor partners’ achieving their vision and our solutions are built based on their best interest.

Here are some areas we make a difference.

 

  • Strategic Access to Solve Business Priorities. High-conviction, hard-to-reach private market strategies—built with peer feedback and focused on demand.
  • Operational Simplicity. Streamlined processes and cost-effective support reduce complexity, freeing advisors to focus on clients, not logistics.
  • White-Glove Service. Customized white-labeled fund structures supported by a completely scalable service model help drive revenue and boost AUM growth.
  • Aligned Decision-Making. 100% employee and family office owned, our decisions alignment with wealth advisors and their clients’ best interests, with integrity and trust at the core.
  • Eliminate Technology Limitations. Our nimble platform, PPBx, evolves with the landscape—removing tech constraints and unlocking seamless integrations in real time.

How We Got Here

  1. schedule

    2025

    Launched Register Investment Company fund development

    Offer Investment Consultant Oversight into Customized Solution Offering

  2. schedule

    2024

    Expanded to new office, employees eclipsing 50

  3. schedule

    2023

    $4.3B in capital commitments

    Expanded private wealth solutions

  4. schedule

    2022

    Achieved $3.5 billion in capital commitments and 35% annual growth

  5. schedule

    2021

    Created two feeder funds with Millenium Managers, providing a direct entry point to Millenium’s world-renowned hedge fund

  6. schedule

    2020

    Established a Board of Managers

  7. schedule

    2017

    Launched a client portal and electronic subscription

  8. schedule

    2015

    PPB Advisors, an affiliate of PPB Capital Partners, became a Registered Investment Advisor with the SEC

  9. schedule

    2014

    Created the first fund-of-funds for a multi-family office

  10. schedule

    2012

    Restructured as PPB Capital Partners, LLC

    • Formed a dedicated fund operations team
    • Added private real estate offerings to the platform

  11. schedule

    2008

    Founded as PPB Holdings, LLC, launching a hedge fund platform with marquee institutional managers

Note: Data as of 3/31/2025

Why PPB

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. An alternative investment partner is a turnkey, cost-effective way to stay on top of the demand.

Our Team

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