PPC INVESTMENT PARTNERS LP

C17
CRD 291331·SEC 801-112562·CHICAGO, IL
AUM
$7.21B
$1B+
Est. Revenue
$72.1M
@ 1% on AUM
Est. EBITDA
$21.6M
@ 30% margin
Est. Deal Value
$173.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PPC INVESTMENT PARTNERS LP
CRD
291331
SEC file #
801-112562
EIN
DBA names
Ppc

Economics

AUM
$7.21B
AUM band
$1B+
AUM trajectory
'20'26
$1.80B → $7.21B▲ +301%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
50
Advisory staff (per ADV)
50
Advisory staff (5-yr trend)
'20'26
27 advisors → 50 advisors▲ +85%
Primary office
CHICAGO IL
Branches

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DGC GERMANIUM TRUST DATED
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
DGC GERMANIUM TRUST DATED
DON NICHOLAS TRUST DATED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PPCPARTNERS.COM
Rdap Domain Creation Date
2004-11-25T19:08:13Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-25T19:08:13Z
Rdap Domain Last Changed
2024-09-26T06:58:25Z
Rdap Nameservers
Ns35.worldnic.comNs36.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No