Brand profile · Investment Management

Private Portfolio Managers - PPM

Sydney, NSW-based Private Portfolio Managers operates in Investment Management. Ownership is privately held; it publishes at ppmfunds.com. It holds one address on record, all in Australia. The record counts 24 people. Tagged investment Management, individually Managed Accounts (IMA) and investment Management for Charities. It is listed alongside six similar brands, mostly in Financial Services.

Profile live Privately Held Founded 1995 1 office country

Key facts

Counted staff
24
self-reported 11–50 band
Founded
1995
31 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

In a crowded investment management marketplace you want to know that your long-term wealth creation is entrusted to an established investment management team with a strong record for performance.

As a privately owned, independent fund manager, Private Portfolio Managers’ interests are aligned with the long-term interests of our clients. Our independence is our advantage: no competing priorities, no external shareholders, just undivided focus on our primary objective; deliver strong risk adjusted returns and service for our clients over the long term.

For almost 30 years PPM has managed funds with a distinctive long-term approach that has set us apart. Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable our clients to access our investment management expertise and proven track record in building and managing Australian and International equities as well as multi-asset portfolios.

Find out more at www.ppmfunds.com or call us on 02 8256 3777.

Specialties

All 9 specialties
  • Investment Management
  • Individually Managed Accounts (IMA)
  • Investment Management for Charities
  • Thematic Investor
  • Family Office Investment
  • Tax Effective Investment
  • Australian Equities (ASX)
  • Tailored Investment Management
  • International Equities

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 3, 2 Martin Place; Sydney, NSW 2000Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

Counts only. No names are stored here, and none are served.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Private Portfolio Managers - PPM?

The record holds 24 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Private Portfolio Managers - PPM have offices?

One address on record, Australia only. Primary: Level 3, 2 Martin Place, Sydney, NSW 2000.

Has Private Portfolio Managers - PPM raised funding?

None linked to this brand.

What does Private Portfolio Managers - PPM list as its specialties?

Nine tags on the brand's own list, among them Investment Management, Individually Managed Accounts (IMA) and Investment Management for Charities.

Which companies are listed alongside Private Portfolio Managers - PPM?

3 profiles list Private Portfolio Managers - PPM as a peer — 73rd percentile in Investment Management. It lists ten peers of its own. Virtual Financial Advice lists it back.

What is Private Portfolio Managers - PPM's website?