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
Aug 2026 PPB Millennium Access LP Private equity $122M Not given
Apr 2026 RESLAF Perpetual Fund LP Private equity $120.5M Not given
Mar 2026 Caprock PSP V LP Private equity $81.3M Not given
Mar 2026 Century Park Income Fund Private equity $60.9M Not given
Mar 2026 Income Access Fund LP Private equity $73.7M 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
Reslaf Perpetual Fund Other $112.9M
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
Income Access Fund Other $73.7M
Fundamental Partners Iii Access Fund Other $69M
Och Iii Healthcare Access Fund Other $61.7M