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Penn Mutual Asset Management, LLC
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Horsham, Pennsylvania
$28.5 billion AUM
1 office

Penn Mutual Asset Management, LLC is based in Horsham, Pennsylvania and has $28.5 billion in assets under management.

Location
600 Dresher Road
Suite 100
Horsham, PA 19044
$28.5 billion
AUM
36
Employees
AUM Share
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$28,519,310,024
Assets under management
43 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Investment companies 30 $9,360,294,300 33% $312,009,810
Pooled investment vehicles 6 $213,477,516 1% $35,579,586
State or municipal government entities 1 $107,872,244 0% $107,872,244
Insurance companies 5 $18,757,835,775 66% $3,751,567,155
Other corporations or businesses 1 $79,830,189 0% $79,830,189
Employees Share
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36
Employees
36
Investment analysts
100% of total employees
AUM per employee Share
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$28,519,310,024
Assets under management
$792,203,056
AUM per employee
$792,203,056
AUM per investment analyst
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Compensation

Penn Mutual Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Penn Mutual Asset Management, LLC provides the following services:

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 107,518
SEC number 801-35477
Legal structure Limited Liability Company
Legal governance Pennsylvania, United States
Latest ADV filing date March 30, 2020

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