PPB Capital Partners, a pioneer alternative investment platform and operational service provider, is pleased to announce another successful year underscored by several strategic developments in both their core business practices and industry influence.
Specifically, PPB is seeing record sales and expansion in firm operations. PPB increased their customized solutions business by 30% and expanded their operational team by 60% to support growth. The results of 2024’s achievements have propelled the company to new levels.
In 2025, they plan to execute new initiatives across all business verticals, including the firm’s technology platform, PPB’s investment consulting capabilities, and private market offerings.
“We are excited about the strides we’ve made in 2024,” said Brendan Lake, PPB Founder, CEO. “Every aspect of our business is growing and reflects our commitment to executing in the best interests of our partners.”
To bolster their holistic business model of full-service alternative investment solutions that address private wealth advisor priorities, PPB further developed their line of business—traditionally known as “feeder funds”—to a robust, durable, differentiated way for private wealth advisors to access any alternative investment strategy. This business enhancement includes private wealth collaboration and feedback in strategy selection decision-making, and offering alternative managers historically reserved for institutions. PPB rebranded the program to “Capital Markets Solutions” to reflect the enhancements and increased breadth of services.
“Capital Markets Solutions leverages private wealth engagement and discovery to launch strategies unavailable at other alternative investment platforms,” said Evan Deussing, Head of Distribution. Frank Burke, CIO, states: “This approach allows for a well-balanced offering of strategies that complement one another and RIA clients’ existing allocations.”
PPB is recognized as an important contributor to the industry where leadership is often invited to speak at conferences. As the company scales, growth is mirrored by a notable increase in exposure, further solidifying the company’s reputation as a leader in the alternative investment space. They amplified their visibility in 2024 by doubling their participation in industry conferences. Several team members were quoted in over a dozen important advisor-focused publications.
PPB looks forward to continuing this upward trajectory and expanding its impact in the alternatives industry.
About PPB Capital Partners Connecting private wealth advisors to highly differentiated alternative funds and white-labeled customized solutions to bring operational efficiencies. www.ppbcapitalpartners.com
View source version on businesswire.com: https://www.businesswire.com/news/home/20250114317173/en/
Contacts
Evan Deussing
484-430-9053
advrel@ppbadvisors.com