PPM America Inc

RIASEC RegisteredEst. 1992

Total AUM

$93.8B

Discretionary

$92.9B

99% of AUM

Avg account

$1.4B

Accounts

Employees

217

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 107269
Registered since: February 20, 1992
Website: www.ppmamerica.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, CITI PRIVATE BANK
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Insurance Companies79.02%
Pooled Investment Vehicles12.51%
Other Investment Advisers4.71%
Investment Companies3.66%
Pension & Profit Sharing Plans0.06%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

PPM America Inc is a corporate-structured investment manager that operates largely as a private equity fund manager and portfolio manager for both individual/family clients and institutional investors. The firm has been SEC-registered since 1992. Its fee arrangements include percentage-of-AUM fees, fixed fees, performance-based fees and other fee structures. PPM America Inc performs a range of advisory activities — direct portfolio management for individuals, small businesses, pooled vehicles, investment companies and institutions — and also serves in manager selection and commodity pool/CTA roles. It is not identified as an active ESG investor.