About PPM America
PPM America is a Financial Services company based in Chicago (United States) founded in 1990. Investment management services are offered by PPM America. PPM America has completed 1 acquisition, including EInstruction. PPM America offers products and services including Fixed Income Services, Commercial Real Estate Services, Private Credit Services, and Private Equity Services. Its focus areas include Asset Management and Diversified. Its legal entity is PPM America, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
PPM America was established in 1990 as an investment management firm headquartered in Chicago, United States. Fixed income and alternative investment strategies are managed for institutional clients, including pension funds and endowments. Operations focus on credit analysis, portfolio construction, and risk management within the financial services sector. Geographic emphasis is placed on North American markets, with services extending to customized asset allocation solutions.
- Headquarters Chicago, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ppmamerica.com
- Social LinkedIn
- Legal Name Ppm America, Inc.
- Latest Funding Round$400M (USD), Debt – Conventional
Jun 2019
- Investments & Acquisitions
Products & Services of PPM America
PPM America offers a comprehensive portfolio of products and services, including Fixed Income Services, Commercial Real Estate Services, Private Credit Services, and Private Equity Services.
Manages fixed income investments for institutional clients.
Handles commercial real estate investment opportunities.
Provides private credit solutions for investor portfolios.
Offers private equity investment strategies and management.
Funding Insights of PPM America
- Total Rounds 1
- Last Round Debt – Conventional — $400M
- First Round $400M
(Jun 2019)
All 1 funding rounds of PPM America with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2019 | $400M | Debt – Conventional | – | – | – |
People of PPM America
41 people are tracked at PPM America (35 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Holly Wathan | Regional Director | Leadership |
Jacqueline Baum | Private Placements Assistant Vice President | Leadership |
Julie Bruzek | Senior Managing Director, Head Of Marketing & Communications | Leadership |
Michael Sterne Cfa | Vice President, Portfolio Manager, Clos | Leadership |
David Masoncup | Vice President, Project Management And Derivative Ops | Leadership |
Lisa Besch | VP Investment Operations | Leadership |
Jason Brock | Vice President, Digital, Marketing And Communications | Leadership |
Laura Galiano | Managing Director | Leadership |
Laura Reepmeyer | Senior Managing Director - Credit Analysis | Leadership |
Chelsie Diedrich | Assistant Vice President | Leadership |
Nicholas J. Miller | Vice President, Marketing & Communications | Leadership |
Ray Zhang | Partner | Leadership |
Erin Kalafut | Vice President, Marketing And Communications | Leadership |
Craig Smith | Chief Investment Officer | Leadership |
Josh Settle | Senior Managing Director, Portfolio Manager, Fixed Income | Leadership |
Bob Broseman | Senior Managing Director, Head Of Structured Finance | Leadership |
Charlie Penicook | Vice President - Credit Research | Leadership |
Matt Hradek | Vice President, Operational Project Lead | Leadership |
Champ Raju | Managing Partner, Head Of Private Equity | Leadership |
Sundeep Mullangi | Senior Managing Director, Head Of Fixed Income Research | Leadership |
21 more people are available in the full profile.
Complete people profiles for PPM America
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by PPM America
PPM America has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include EInstruction.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Offers video solutions and engagement platforms for educational and corporate training. | einstruction.com | Scottsdale, United States | 1981 | Jul 2005 | •••• |
Complete acquisition details for PPM America
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of PPM America
3 dated milestones of PPM America across 29 years, from founding to its latest funding, stage changes and deals.
- Founded PPM America is founded.
- Acquisition Acquires EInstruction.
- Funding First funding round of $400.0M.
Competitors of PPM America
PPM America has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of PPM America
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of PPM America
The website of PPM America (ppmamerica.com) receives about 2.6K visits a month.
- Monthly visits2.6K
▼ 32.2% vs previous month
Websites whose visitors overlap most with PPM America. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
nordea.lt | nordea.lt | 100% | – | ||
wikinvest.com | wikinvest.com | 100% | – | ||
| dentalplans.com | 65% | 731.6K | #67,048 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as PPM America (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ppm America
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Frequently Asked Questions about PPM America
PPM America was founded in 1990 and raised its 1st funding round 29 years after it was founded.
PPM America is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
PPM America was established in 1990 as an investment management firm headquartered in Chicago, United States. Fixed income and alternative investment strategies are managed for institutional clients, including pension funds and endowments. Operations focus on credit analysis, portfolio construction, and risk management within the financial services sector. Geographic emphasis is placed on North American markets, with services extending to customized asset allocation solutions.
PPM America's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
PPM America offers Fixed Income Services, Commercial Real Estate Services, Private Credit Services, and Private Equity Services.
PPM America has made 1 acquisition, including EInstruction.
PPM America operates through Ppm America, Inc..