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PPM AMERICA INC
Legal name: PPM AMERICA, INC.
CRD 107269File 801-40783
APPROVED
Retail clients
Custody
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$93.79B
Top 10% of cohort (national)
Discretionary AUM
$92.95B
Non-discretionary $846.4M
Clients
46
67 accounts
Employees
217
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 20, 1992
- Principal office
- 225 WEST WACKER DRIVE, SUITE 1200, CHICAGO, IL, 60606
- Phone
- 312-634-2500
- Website
- https://x.com/ppmamerica/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $93.79B
- Discretionary AUM
- $92.95B
- Non-discretionary AUM
- $846.4M
- Discretionary accounts
- 57
- Non-discretionary accounts
- 10
- Total accounts
- 67
- AUM per client
- $2.04B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $32.2M |
| Insurance companies | 15 | $74.11B |
| Investment companies | 1 | $3.44B |
| Other investment advisers | Fewer than 5 | $4.42B |
| High net worth individuals | Fewer than 5 | $1.5M |
| Pooled investment vehicles | 26 | $11.74B |
| Pension and profit sharing plans | Fewer than 5 | $52.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ORIGINATION FEES FOR COMMERIAL MORTGAGE LENDING ACTIVITIES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.