Data / Investment advisers / Pennsylvania / PPB Advisors, LLC
PPB Advisors, LLC, West Conshohocken, PA: $4.8 billion AUM, SEC registered investment adviser
PPB Advisors, LLC is an SEC registered investment adviser with its main office in West Conshohocken, Pennsylvania and reports $4.8 billion in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 121 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 152303
- SEC file number
- 801-96194
- SEC status
- Approved, effective May 8, 2015
- Main office
- 300 Barr Harbor Drive Suite 260, West Conshohocken, PA 19428
- Phone
- (484) 278-4017
- Website
- ppbcapitalpartners.com
- Regulatory AUM
- $4,751,573,238 in the Form ADV filed October 21, 2026
- Non discretionary AUM
- $4,751,573,238
- Accounts
- 119
- Employees
- 42
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 121: 121 other private funds
- Gross assets of private funds
- $4,660,272,903
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 119 | $4.75 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.75 billion | March 23, 2026 |
| December 1, 2025 | $3.96 billion | October 30, 2025 |
Other advisers in West Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Morgan Stanley Aip GP LP | West Conshohocken | $40.85 billion | 107 | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | $25.41 billion | 11 | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | $7.10 billion | 12 | adviserinfo.sec.gov |
| Fairmount Funds Management LLC | West Conshohocken | $5.80 billion | 6 | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | $5.21 billion | 29 | adviserinfo.sec.gov |
| Sage Financial Group Inc. | West Conshohocken | $4.29 billion | 4 | adviserinfo.sec.gov |
| Tower Bridge Advisors | West Conshohocken | $1.49 billion | 2 | adviserinfo.sec.gov |
| Baldwin Investment Management, LLC | West Conshohocken | $1.30 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- PPB Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.