Operational complexity is top of mind for RIAs expanding into private markets. As rising client demand meets limited internal resources, finding the right balance through infrastructure, technology, and outsourcing is critical to scaling smarter. We unpack the key challenges—and how to overcome them—in our new video. #FridayFrame https://hubs.li/Q03BY8sL0
PPB Capital Partners
Financial Services
West Conshohocken, Pennsylvania 4,757 followers
Full-service alternative investment provider meeting wealth advisors in their private market investment journey.
About us
PPB connects private wealth advisors and their clients to highly differentiated funds and managers through what is historically known as “feeder funds” and white-labeled customized solutions, all bringing operational efficiencies to support your businesses. We do this by solving the logistical challenges often associated with investing in private investments. PPB’s core mission is to lend extensive operational expertise, reporting, custodial support, and lower investment minimums to private wealth advisors at scaled pricing and with independent due diligence as an added feature. Our full range of specialized solutions are offered through three main business verticals. 1. Capital Markets Solutions – Our team provides differentiated, durable alternative investment funds, spawned by peer collaboration, accessible for the private wealth community. 2. Customized Solutions – PPB designs, builds, launches, and operates completely customizable proprietary investment vehicles for private wealth advisors, fit to their scope with a scalable service model, supported by our in-house operations teams. 3. Legacy Operations Solutions – PPB delivers complete operational, back, and middle office support to private wealth advisors who manage an in-house alternative fund and are looking to outsource the operational management.
- Website
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http://www.ppbcapitalpartners.com
External link for PPB Capital Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- West Conshohocken, Pennsylvania
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Alternative Investments, Private Equity, Real Estate, Venture Capital, Hedge Funds, Fund of Funds, Private Market Investments, Streamlined Technology, Technology Portal, Capital Market Solutions, Customized Solutions, Alternative Feeder Funds, Alternative Custom Funds, Alternative Platform, and Private Market Platform
Locations
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Primary
Get directions
300 Barr Harbor Dr
West Conshohocken, Pennsylvania 19428, US
Employees at PPB Capital Partners
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Marco DiMemmo
Director, Fund Accounting at PPB Capital Partners
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Brendan W. Lake
Founder & CEO of PPB Capital Partners
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Len Bondarchuk
Vice President, Fund Operations at PPB Capital Partners
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Kristen Reybitz
Experienced marketer focused on business growth by creating and executing successful marketing programs.
Updates
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CRE is back in the spotlight — and Preferred Equity leads the charge. With the potential for attractive current income, built-in downside protection, and structured equity upside, opportunistic investors are zeroing in on this spot in the capital stack. Northmarq Fund Management breaks it down in a quick white paper. Find out how we’ve teamed up to bring this opportunity to market. https://hubs.li/Q03BL-Hv0
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RIAs must unlock private markets—or risk falling behind. Operational challenges like complex workflows, manual processes, and limited resources often stand in the way. True scale requires more than access; it takes infrastructure, smart tech, and the right partners. Learn how top RIAs can overcome this gap in our next webinar. https://hubs.li/Q03BDBLl0
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Our CIO, Frank Burke, CFA, CAIA, explains why private investments—often overlooked in 401(k)s—can offer long-term growth potential and diversification benefits. With retirement horizons stretching decades, access to institutional-quality private markets may be more relevant than ever. Read more in his recent feature with Investor's Business Daily. https://lnkd.in/gma_PAqc
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Customization is no longer optional in private markets—it’s a competitive edge. Evan Deussing, CIMA® sits down with Citywire RIA to share how top advisors are responding to this demand with custom fund structures and scalable execution. See how advisors streamline access and stand out. https://hubs.li/Q03z3R-h0
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Market volatility continues to reshape how advisors think about income and capital preservation. Preferred equity in commercial real estate emerges as a timely strategy—offering consistent returns, structural downside protection, and exposure to institutional-quality assets. Explore how this approach can strengthen portfolio resilience in today’s shifting environment. https://hubs.li/Q03yzBs50
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More RIAs are allocating to private markets — but many underestimate what it really takes to launch a successful vehicle. In this video, our own Evan Deussing, CIMA®breaks down the often-overlooked challenges RIAs face when building custom fund structures, and why the right partner can make all the difference.
🌐 RIAs are going custom: Here’s how the best ones do it As private market investing becomes increasingly bespoke, more RIAs want tailored fund structures for their high-net-worth clients. But customization isn’t just about tech or packaging – it’s about execution. In our latest Q&A, Evan Deussing, managing director at PPB Capital Partners, shares what RIAs often overlook when launching private vehicles – and why the expertise of your partner can make or break your program. 💬 ‘There are so many things that go into running a successful RIA practice and running private funds usually is not part of the RIA’s value proposition.’ 🔍 We cover: Key trade-offs between building in-house versus outsourcing What RIAs should prioritize when choosing a partner The growing (but not all-powerful) role of technology 📺 Watch the full video and get practical insights into building scalable, client-centric private market solutions: https://ow.ly/GSbG50Wpbbq #PrivateMarkets #RIA #WealthManagement #FundStructures #AlternativeInvesting #PPBCapitalPartners
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True diversification is framed by more than asset allocation alone. That's why embracing uncorrelated strategies and smart moves into private markets is an important consideration when setting investment strategies. Evan Deussing, CIMA® unpacks how incorporating alternative investments to your allocations addresses the need for diversification, uncorrelated income, and alpha generation. Find out more. https://hubs.li/Q03xVkc10
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Private energy infrastructure offers compelling investment growth opportunities that are uncorrelated to traditional energy market volatility. Our recent webinar with Intrepid Financial Partners highlights this resilient asset class, demonstrating its power to enhance your portfolio in today's evolving energy landscape. Access the replay now. https://hubs.ly/Q03xyyQP0
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Commercial real estate (CRE) offers a compelling investment avenue with unique opportunities across both equity and debt in the private market space. Diversify and generate income with low correlation to other investments. Explore how CRE can enhance your clients' portfolios. https://hubs.li/Q03xnjJV0
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