PPC ENTERPRISES LLC
Adviser information for PPC ENTERPRISES LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 30 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $2.0B |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $2.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $2.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-79346 |
|---|---|
| SEC ERA File Number | 801-79346 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165075 |
| Legal Entity Identifier | None |
Principal Office
500 PARK AVENUE4TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-6PM
Tel: 212-768-4554, Fax: 212-752-3018
Websites
Chief Compliance Officer
KEVIN M. BYRNE
500 PARK AVENUE
4TH FLOOR
NEW YORK
NY
United States
Tel:
609-558-2996
K*****@*****************M
(Full email address available in API data)
Regulatory Contact
SCOTT SCHUENKE
CHIEF FINANCIAL OFFICER
4225 KINGS WAY CT
BROOKFIELD
WI
United States
Tel:
414-840-5113
S********@*****************M
(Full email address available in API data)
Industry Affiliates
| PPC MM, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| THE TOKARZ GROUP ADVISERS LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PPC AV 1, LLC-SERIES A | Private Equity Fund | $105.2M | $0.0M | 4 |
| PUBLIC PENSION CAPITAL, LLC-SERIES A | Private Equity Fund | $1,943.7M | $0.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOLKIN, PERRY | Individual | – | CEO, COO, MANAGING MEMBER | 12/2011 | > 75% |
| TOKARZ, MICHAEL, THEODORE | Individual | – | CO-FOUNDER | 12/2011 | < 5% |
| BYRNE, KEVIN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2019 | < 5% |
| SCHUENKE, SCOTT, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER | 11/2013 | < 5% |