# PPB Advisors, LLC

> PPB Advisors, LLC is an SEC-registered investment advisory firm in West Conshohocken, PA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 152303
- Filed as: PPB ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152303
- AdvisorCensus page: https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303

## Quick answers

**How is PPB Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PPB Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is PPB Advisors, LLC located?**
PPB Advisors, LLC's principal office is in West Conshohocken, PA, according to its Form ADV.

**Is PPB Advisors, LLC registered with the SEC or a state?**
PPB Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 152303.

**How much does PPB Advisors, LLC manage?**
PPB Advisors, LLC reports $4,751,573,238 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**How have PPB Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for PPB Advisors, LLC: Regulatory assets under management: $1,058,541,000 in the October 2021 data and $4,751,573,238 in the October 2026 data, up 349%. Total employees: 12 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PPB Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (119).

**Does PPB Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152303

**What changed in PPB Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,962,665,941 to $4,751,573,238 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,751,573,238
- Discretionary: $0
- Non-discretionary: $4,751,573,238

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 119 | $4,751,573,238 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 42 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ppbadvisors.com
- ppbcapitalpartners.com
- LinkedIn @ppb-advisors-llc
- X @ppbcapital
- YouTube @UC2WNEYmeuSdr0l1ddOQSYzw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,058,541,000 | 12 | March 31, 2021 |
| October 2022 | $1,702,975,754 | 13 | March 31, 2022 |
| October 2023 | $2,306,426,772 | 21 | July 26, 2023 |
| October 2024 | $2,757,046,556 | 35 | March 28, 2024 |
| October 2025 | $3,962,665,941 | 48 | March 20, 2025 |
| October 2026 | $4,751,573,238 | 42 | March 23, 2026 |

Regulatory assets under management: $1,058,541,000 in the October 2021 data and $4,751,573,238 in the October 2026 data, up 349%.
Total employees: 12 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,962,665,941 to $4,751,573,238 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PPB Advisors, LLC (CRD 152303): Form ADV filing data as of October 2026.