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President · PPB Advisors, LLC

Brendan W. Lake

CRD 2486049 · Named on Form ADV at one SEC-registered adviser

At a glance

PPB Advisors, LLC, an SEC-registered private fund adviser based in West Conshohocken, PA with $4.8 billion in regulatory assets, lists Brendan W. Lake on its Form ADV as President, a control person.

Firms and roles

  • PPB Advisors, LLCPresidentPrivate fund adviser · West Conshohocken, PA · $4.8B in regulatory assets

AtlasMembers

Brendan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.