Ppc Investment Partners LP (Chicago)

Name: Ppc Investment Partners LP
Address: 111 S. Wacker Drive, Chicago, IL, 60606
Telephone: (312) 447-6050

Ppc Investment Partners LP is a large advisory firm based in Chicago. It manages $1.8 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Illinois.

Ppc Investment Partners provides portfolio management for pooled investment vehicles and portfolio company management services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ppc Investment Partners: assets under management

The assets under management (AUM) of Ppc Investment Partners LP is $1.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $598.53 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ppc Investment Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ppc Investment Partners serves?

The only and largest group of clients of Ppc Investment Partners is pooled investment vehicles with 3 clients and $1.8 billion of assets under management. Among the 9 most similar advisory firms, Ppc Investment Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.8 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Ppc Investment Partners also advises several private funds. Namely, three private equity funds.

Careers at Ppc Investment Partners LP

The company employs 32 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lewis Murray Linn	Trustee of the don nicholas trust dated 12/5/2007	1 Dec 2007	Other	6907299
Thomas Jefferson Muenster	Trustee of the dgc germanium trust dated 12/5/2007	1 Dec 2007	Other	6907300
Don Nicholas Trust Dated 12/5/2007	Limited partner	1 Jan 2018	50% - 75%	xxx-xx-xxxx
Dgc Germanium Trust Dated 12/5/2007	Limited partner	1 Jan 2018	50% - 75%	xxx-xx-xxxx
Paul John Carbone	President, managing partner	1 Jan 2018	Other	2147108
Ppc Management Llc	General partner	1 Jan 2018	Other	30-0999773
Anthony Nicholas Pritzker	Chairman, chief executive officer	1 Jan 2018	Other	2182332
Stephanie Paine	Chief financial officer, chief administrative officer	1 Jan 2018	Other	5495321
Bradley William West	Chief compliance officer	1 Jan 2018	Other	6907301

Based in Chicago

The principal office where Ppc Investment Partners LP performs its advisory services is located at 111 S. Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (312) 447-6050. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ppcpartners.com and its LinkedIn profile.