Philadelphia Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Voorhees, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $176M in regulatory assets under management, 2 employees, and 343 accounts.
Assets Under Management
$176M
Employees
2
Offices
--
Total Clients
145
Primary office
VOORHEES, NJ
DEVONSHIRE, 1233 HADDONFIELD-BERLIN RD. UNIT 7, VOORHEES, NJ, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
82
2
HNWI
37.9%
55
3
Corporations
2.8%
4
4
Pension Plans
2.1%
3
5
Government
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 25, 2026
Discretionary96.9%
$171M
97% of total RAUM96.9%
Non-discretionary3.1%
$5M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts343
10Y AUM Change+$35M (+25.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee73:1
10Y Employee Change-1 (-33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2019 and 2025. Charts show the most recent available filing segment under this CRD.
* 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.