Key Takeaways
- • PPB Capital Partners reported 39.3% topline revenue growth in 2024, earning a place on the 2025 Inc. 5000 list of America's fastest-growing private companies, according to a Business Wire release.
- • The firm added Northmarq Fund Management, a preferred equity commercial real estate manager, to its Capital Markets Solutions (CMS) program, which provides high-net-worth investors access to asset classes historically reserved for institutional investors.
- • PPB's platform now spans real estate, private credit, private equity, digital assets, litigation finance, and music and entertainment royalties.
- • The firm expanded customized solutions, including registered product structures, aimed at giving private wealth advisors enhanced access, tax efficiency, and scalability.
Summary
PPB Capital Partners, a Conshohocken, Pennsylvania-based alternative investment provider serving the private wealth community, announced a series of milestones it says reflect sustained growth and a continued focus on alternatives. The firm reported 39.3% topline revenue growth in 2024, which the company cited as the basis for its inclusion on the 2025 Inc. 5000 list of America's fastest-growing private companies. Founder and CEO Brendan Lake attributed the growth to a strategy of delivering differentiated alternative investment solutions tailored to the needs of private wealth advisors.
On the product side, PPB continued to build out its Capital Markets Solutions (CMS) program, which the firm describes as offering high-net-worth investors streamlined access to an asset class traditionally reserved for large institutions. The most recent addition is Northmarq Fund Management, a preferred equity commercial real estate manager. The platform now covers a broader set of strategies, including real estate, private credit, private equity, digital assets, litigation finance, and music and entertainment royalties, allowing advisors to customize allocations to client objectives.
PPB also expanded its customized solutions capabilities, including registered product structures. According to the company, these are designed to address the operational, regulatory, and portfolio needs of private wealth advisors and to offer clients enhanced access, tax efficiency, and scalability without added operational complexity. Evan Deussing, CIMA, Head of Distribution, said the firm's mission is to simplify alternatives so advisors can focus on growing their practices.
The Inc. 5000 ranking criteria include U.S.-based, privately held, for-profit companies with at least $2 million in revenue in 2024. The release notes that PPB paid Inc. a fee to be evaluated for the list but was not included in the rankings.
Note: this is a company-issued press release; the performance and ranking claims are the firm's own statements.
On the product side, PPB continued to build out its Capital Markets Solutions (CMS) program, which the firm describes as offering high-net-worth investors streamlined access to an asset class traditionally reserved for large institutions. The most recent addition is Northmarq Fund Management, a preferred equity commercial real estate manager. The platform now covers a broader set of strategies, including real estate, private credit, private equity, digital assets, litigation finance, and music and entertainment royalties, allowing advisors to customize allocations to client objectives.
PPB also expanded its customized solutions capabilities, including registered product structures. According to the company, these are designed to address the operational, regulatory, and portfolio needs of private wealth advisors and to offer clients enhanced access, tax efficiency, and scalability without added operational complexity. Evan Deussing, CIMA, Head of Distribution, said the firm's mission is to simplify alternatives so advisors can focus on growing their practices.
The Inc. 5000 ranking criteria include U.S.-based, privately held, for-profit companies with at least $2 million in revenue in 2024. The release notes that PPB paid Inc. a fee to be evaluated for the list but was not included in the rankings.
Note: this is a company-issued press release; the performance and ranking claims are the firm's own statements.
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