PPB ADVISORS, LLC
CRD #152303 SEC #801-96194 WEST CONSHOHOCKEN, PA 484.278.4017
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$0
Employees
48
Clients
--
Accounts
104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4B | $0 | $4B | 48 | 1 |
| Mar 2025 | $4B | $0 | $4B | 48 | 1 |
| Mar 2024 | $2.8B | $0 | $2.8B | 35 | 2 |
| Feb 2024 | $2.3B | $0 | $2.3B | 21 | 2 |
| Jul 2023 | $2.3B | $0 | $2.3B | 21 | 2 |
| Jun 2023 | $2.3B | $0 | $2.3B | 21 | 2 |
| Mar 2023 | $2.3B | $0 | $2.3B | 21 | 2 |
| Jan 2023 | $1.7B | $0 | $1.7B | 13 | 4 |
| Mar 2022 | $1.7B | $0 | $1.7B | 13 | 4 |
| Nov 2021 | $1.1B | $0 | $1.1B | 12 | 4 |
| Mar 2021 | $1.1B | $0 | $1.1B | 12 | 4 |
| Mar 2020 | $802.7M | $0 | $802.7M | 13 | 0 |
| Mar 2019 | $644.9M | $0 | $644.9M | 10 | 0 |
| Mar 2018 | $560.8M | $0 | $560.8M | 10 | 0 |
| Jul 2017 | $440M | $0 | $440M | 7 | 0 |
| Mar 2017 | $381M | $0 | $381M | 7 | 0 |
| Mar 2016 | $265M | $0 | $265M | 5 | 0 |
| May 2015 | $212M | $0 | $212M | 4 | 1 |
| May 2015 | $212M | $0 | $212M | 4 | 1 |
| Apr 2015 | $212M | $0 | $212M | 4 | 1 |
| Aug 2012 | $40M | $40M | $0 | 6 | 1 |
| Jul 2012 | $40M | $40M | $0 | 6 | 1 |
| Apr 2012 | $40M | $40M | $0 | 6 | 1 |
| Apr 2012 | $40M | $40M | $0 | 6 | 1 |
| Mar 2012 | $40M | $40M | $0 | 6 | 1 |
| Nov 2011 | $47.3M | $11M | $36.3M | 6 | 26 |
| Mar 2011 | $47.3M | $11M | $36.3M | 10 | -- |
| Oct 2010 | $25M | $25M | $0 | 5 | -- |
| May 2010 | $25M | $25M | $0 | 5 | -- |
| Jan 2010 | $9.7M | $9.7M | $0 | 5 | -- |
DateOct 2025
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees48
Clients1
DateMar 2025
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees48
Clients1
DateMar 2024
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees35
Clients2
DateFeb 2024
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees21
Clients2
DateJul 2023
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees21
Clients2
DateJun 2023
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees21
Clients2
DateMar 2023
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees21
Clients2
DateJan 2023
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees13
Clients4
DateMar 2022
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees13
Clients4
DateNov 2021
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees12
Clients4
DateMar 2021
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees12
Clients4
DateMar 2020
Total AUM$802.7M
Discretionary$0
Non-Disc.$802.7M
Employees13
Clients0
DateMar 2019
Total AUM$644.9M
Discretionary$0
Non-Disc.$644.9M
Employees10
Clients0
DateMar 2018
Total AUM$560.8M
Discretionary$0
Non-Disc.$560.8M
Employees10
Clients0
DateJul 2017
Total AUM$440M
Discretionary$0
Non-Disc.$440M
Employees7
Clients0
DateMar 2017
Total AUM$381M
Discretionary$0
Non-Disc.$381M
Employees7
Clients0
DateMar 2016
Total AUM$265M
Discretionary$0
Non-Disc.$265M
Employees5
Clients0
DateMay 2015
Total AUM$212M
Discretionary$0
Non-Disc.$212M
Employees4
Clients1
DateMay 2015
Total AUM$212M
Discretionary$0
Non-Disc.$212M
Employees4
Clients1
DateApr 2015
Total AUM$212M
Discretionary$0
Non-Disc.$212M
Employees4
Clients1
DateAug 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients1
DateJul 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients1
DateApr 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients1
DateApr 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients1
DateNov 2011
Total AUM$47.3M
Discretionary$11M
Non-Disc.$36.3M
Employees6
Clients26
DateMar 2011
Total AUM$47.3M
Discretionary$11M
Non-Disc.$36.3M
Employees10
Clients--
DateOct 2010
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$9.7M
Discretionary$9.7M
Non-Disc.$0
Employees5
Clients--