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 vendors (Member DTCC)

Single Investor Feeder Fund

We build custom single investment feeder funds for wealth managers. You identify the right investment for your clients and we will design, build and manage the fund so you can focus on your core advisory practice.

  • Complete outsourced solution
  • Access to institutional quality 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

We will help you design and create an alternative investment platform within your Wealth Management practice that allows you to offer your clients unique, best in class investment opportunities. You select the investments and PPB will take care of the rest.

  • 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

Established Funds

PPB has built and is currently managing a full roster of unique funds. We've already done in-depth due diligence on the managers, we've designed offering terms that are client friendly, and we are managing the funds so that you don’t have to.

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

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PPB partners with fund managers

PPB's Feeder Funds allow wealth managers to aggregate qualified retail investors into a single investor for the fund manager. Leverage the PPB Capital network to expand your distribution capabilities.

  • 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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