PPB Advisors
PPB Advisors is a private credit and private equity manager in West Conshohocken, PA. It is registered with the SEC as an investment adviser with $4.8B in regulatory assets and 42 staff. It has 22 funds on file, the latest reported in August 2026.
Funds on file
22
Raised, all funds
$1.2B
Regulatory assets
$4.8B
Staff
42
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Jul 2020
PPB Access Fund - Fortress Credit Opportunities Fund V Expansion LP
Private credit
$0
Not given
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$4.8B
Employees42
Clients119 private funds.
Control personsRobert, Lance Baker, Brendan, William Lake, Jessica, J Roeper.
Private funds68 private funds holding $2.8B in gross assets.
Private funds it reports
FundTypeGross assets
Caprock PSP IV
Other
$130M
Alpha Access Series LP - Private Equity Access Secondaries Fund I
Other
$126.9M
Alpha Access Series LP - Credit Access Opportunities Fund I
Other
$107.9M
Alpha Access Series LP - Real Estate Access Opportunities Fund I
Other
$87.8M
Oberland Healthcare Access Fund
Other
$73.9M
Fundamental Partners Iii Access Fund
Other
$69M
Och Iii Healthcare Access Fund
Other
$61.7M