Ppa Acquisition Corp. I (Seattle)

Name: Ppa Acquisition Corp. I
Address: 1151 Fairview Avenue North, Seattle, WA, 98109
Telephone: 206-694-5575

Ppa Acquisition Corp. I is a large advisory firm based in Seattle. It manages $4.8 billion of regulatory assets for 2,426 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 22 other states.

Ppa Acquisition Corp. I provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ppa Acquisition Corp. I: assets under management

The assets under management (AUM) of Ppa Acquisition Corp. I is $4.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ppa Acquisition Corp. I for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ppa Acquisition Corp. I

William Eugene Cornelius has been acting as President since 1 Jun 2001. David Morris Stein joined the executive team most recently as the Managing Director/Director, Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Eugene Cornelius	Managing director/director	1 Jun 2001	Other	1560938
David Morris Stein	Managing director/director, cio	1 Jun 2001	Other	2511307
Brian Dean Langstraat	Managing director/director, ceo	1 Jun 2001	Other	2112877
Ppa Acquisition Llc	Stockholder	1 Jun 2001	75% - 100%	91-2082895
Andrew David Abramsky	Chief operating officer/chief compliance officer	1 Jun 2001	Other	1379517
Ross Karl Chapin	Director	1 Jun 2001	Other	702465
Timothy Jacob Carver	Director	1 Jun 2001	Other	2638120
Furman Colin Mosley	Director	1 Jun 2001	Other	4427742
Stanley Brian Mccammon	Director	1 Jun 2001	Other	4427743

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Tahoma Fund Llc	Member	1 Jun 2001	50% - 75%	91-1961151
Orca Bay Capital Corporation	Member	1 Jun 2001	50% - 75%	91-1616824
Orca Bay Partners Llc	Manager	1 Jun 2001	Other	91-1935595
John E Mccaw	Member	1 Jun 2001	25% - 50%	4427744

Based in Seattle

The principal office where Ppa Acquisition Corp. I performs its advisory services is located at 1151 Fairview Avenue North, Seattle, WA 98109, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 206-694-5575 or by fax 206-694-5581. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.parametricportfolio.com.