CONSHOHOCKEN, PACRD 107518Latest ADV April 1, 2026
Penn Mutual Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated April 1, 2026, reports $42.3B in regulatory assets under management, 30 employees, and 35 accounts.
Assets Under Management
$42.3B
Employees
30
Offices
--
Total Clients
35
Primary office
CONSHOHOCKEN, PA
EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN, PA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 82.9% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
82.9%
29
2
Insurance Cos.
14.3%
5
3
Corporations
2.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42.3Bas of April 1, 2026
Discretionary100.0%
$42.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$42.3B
Total Accounts35
10Y AUM Change+$20.9B (+97.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.