PPB ADVISORS, LLC

CRD 152303File 801-96194

APPROVED

Custody

Filing as of Mar 23, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$4.75B

Top 25% of cohort (national)

Discretionary AUM

Non-discretionary $4.75B

Clients

119

119 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 8, 2015
Principal office: 300 BARR HARBOR DRIVE, SUITE 260, WEST CONSHOHOCKEN, PA, 19428
Phone: 484.278.4017
Website: HTTP://WWW.PPBADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.75B
Discretionary AUM: $0
Non-discretionary AUM: $4.75B
Discretionary accounts: 0
Non-discretionary accounts: 119
Total accounts: 119
AUM per client: $39.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	119	$4.75B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — PRIVATELY MANAGED FUNDS
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	48	42	decreased by6
Apr 1, 2026	Clients	104	119	increased by15
Apr 1, 2026	AUM	$3,962,665,941	$4,751,573,238	increased by$788,907,297
Apr 1, 2026	Accounts	104	119	increased by15
May 1, 2025 vs Oct 1, 2022	Employees	13	48	increased by35
May 1, 2025 vs Oct 1, 2022	Clients	57	104	increased by47
May 1, 2025 vs Oct 1, 2022	AUM	$1,702,975,754	$3,962,665,941	increased by$2,259,690,187
May 1, 2025 vs Oct 1, 2022	Accounts	57	104	increased by47
Apr 1, 2022	Employees	12	13	increased by1
Apr 1, 2022	Clients	46	57	increased by11
Apr 1, 2022	AUM	$1,058,541,000	$1,702,975,754	increased by$644,434,754
Apr 1, 2022	Accounts	46	57	increased by11
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PPB ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PPB ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.