CONSHOHOCKEN, PA — PPB Capital Partners announced a series of key milestones that highlight its strong growth trajectory and strategic commitment to reshaping access to alternative investments for private wealth advisors and their clients.
The firm reported topline revenue growth of 39.3% in 2024, earning a place on the 2025 Inc. 5000 list of America’s fastest-growing private companies. Leadership attributes this success to a disciplined strategy and a client-first philosophy. “Our growth is fueled by a clear vision: to deliver highly differentiated alternative investment solutions that meet the shifting needs of private wealth advisors,” said Brendan Lake, founder and CEO of PPB Capital Partners.
Expanding Access Through Institutional-Caliber Managers
PPB continues to build its Capital Markets Solutions (CMS) program, designed to streamline access to an array of alternative investment opportunities typically reserved for large institutions. The addition of Northmarq Fund Management, a leading preferred equity commercial real estate manager, is the latest move to broaden the platform’s capabilities.
Diversification Across Alternative Strategies
The firm’s platform now includes a wide range of alternative strategies spanning real estate, private credit, private equity, digital assets, litigation finance, and even music and entertainment royalties. This diversification enables advisors to tailor client portfolios with precision while accessing niche opportunities traditionally out of reach for high-net-worth investors.
Customized Solutions for Wealth Advisors
PPB has also enhanced its capabilities around customized solutions, including registered product structures designed to meet the operational and regulatory requirements of private wealth advisors. These solutions aim to improve scalability and tax efficiency while reducing operational burdens.
“Our mission is to simplify the complexities of alternatives, so advisors can focus on growing their practice and supporting important client relationships,” said Evan Deussing, CIMA, head of distribution at PPB Capital Partners.
With its sustained growth and expanding platform, PPB Capital Partners continues to position itself as a leader in connecting private wealth advisors and their clients to innovative, high-quality alternative investment opportunities.
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