Client-Focused Solutions

Your client is at the center of everything we do.

  • Transparency of all investment terms, partnership agreements, and fees
  • Automated electronic subscription process
  • Independent due diligence process
  • Full service, client relations team
  • Full reporting package includes performance attribution, investment holdings, investor capital account statements
  • Marketing support available to help scale your fund
  • Open-architecture reporting to custodians and 3rd party reporting to vendor (Member DTCC)

Single Investment Feeder Fund

  • Complete outsourced solution
  • Access to institutional alternative investments
  • Aggregate client assets to reach investment minimums
  • Due diligence support
  • Custodial platform integration
  • Monthly, quarterly, and annual fund reporting

Case Study

Custom Fund of Funds

  • Fully integrated custom designed alternative investment platform
  • Provide clients access to unique alternative investment opportunities
  • Back office and client service support
  • Full reporting package
  • Custodial platform integration

Case Study

Platform of Funds

  • Access to unique alternative investment solutions
  • Designed with client friendly terms
  • Benefit from economies of scale
  • Due diligence support
  • Custodial platform integrations
  • Ability to invest directly

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PPB Partners with Fund Managers

  • Access to qualified retail accounts
  • Aggregate all individual investors as one limited partner to the fund
  • Outsource operations, fund administration, and client support to PPB Capital Partners
  • Add the fund to PPB’s platform and we will make it available to our exclusive network of wealth managers across the country

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