PPM LOAN MANAGEMENT COMPANY 2, LLC
Latest filing: Mar 31, 2025 (82 days ago)
AUM
$2,546,172,870
14% change vs. 1 year ago
32% change vs. 3 years ago
113% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
11
10% change vs. 1 year ago
-8% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CHICAGO, IL
225 W WACKER DR, CHICAGO, IL, UNITED STATES, 60606
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.5 |
| Non-Discretionary | $0.0 |
| Total | $2.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.5 |
| Institutional | $0.0 |
| Total | $2.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| JACKSON NATIONAL ASSET MANAGEMENT, LLC | $254.3 | 111079 | |
| PPM AMERICA, INC. | $74.5 | 107269 | |
| PPM AMERICA CAPITAL PARTNERS VII, LLC | $0.0 | - | |
| PPM AMERICA CAPITAL PARTNERS VIII, LLC | $0.0 | - | |
| JACKSON NATIONAL LIFE DISTRIBUTORS LLC | $0.0 | broker-dealer | 40178 |
| BROOKE LIFE INSURANCE COMPANY | $0.0 | - | |
| PPM POMONA CAPITAL PARTNERS, LLC | $0.0 | - | |
| PPM AMERICA CAPITAL PARTNERS IV, LLC | $0.0 | - | |
| PPM AMERICA CAPITAL PARTNERS VI, LLC | $0.0 | - | |
| PPM AMERICA CAPITAL PARTNERS III, LLC | $0.0 | - | |
| JACKSON NATIONAL LIFE INSURANCE COMPANY | $0.0 | - | |
| PPM AMERICA CAPITAL PARTNERS V, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| SMITH, CRAIG, DONALD | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR |
| BARRUS, THOMAS, RICHARD | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER |
| CAPASSO, MARY, T | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, GENERAL COUNSEL |
| JORDAN, OLIVER | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER |
| WADSTEN, MARCIA, LYNN | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $2.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $2.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $2.2 | $0.3 | 14% | 10 | 1 | 10% |
| 2023-04-04 | $2.1 | $0.5 | 23% | 12 | -1 | -8% |
| 2022-04-01 | $1.9 | $0.6 | 32% | 12 | -1 | -8% |
| 2021-04-05 | $1.5 | $1.0 | 68% | 11 | 0 | 0% |
| 2020-04-01 | $1.2 | $1.3 | 113% | 11 | 0 | 0% |
| 2019-04-01 | $0.7 | $1.8 | 241% | 11 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, IL-07/03/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV