Penn Mutual Asset Management, LLC
● SEC registered since 1990CRD 107518SEC# 801-35477Conshohocken, PA
Reg. AUM
$42.29B
Employees
30
Accounts
35
Location
Conshohocken, PA
Penn Mutual Asset Management, LLC assets under management
Penn Mutual Asset Management, LLC operates as an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 1990. It reports $42.3 billion in regulatory assets under management and employs 30 people.
Penn Mutual Asset Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael O'Malley Control | Chairman Of The Board Of Managers | Under 5% | 2014 |
| Keith Gordon Huckerby | Chief Operating Officer, Manager Of Board Of Managers | Under 5% | 2014 |
| Richard Matthew Klenk | Manager Of Board Of Managers | Under 5% | 2025 |
| Stephen Charles Kennedy | Manager Of Board Of Managers | Under 5% | 2025 |
| The Penn Mutual Life Insurance Company Control | Owner | Over 75% | 1989 |
| Victoria Marie Robinson | Chief Compliance Officer, Manager Of Board Of Managers | Under 5% | 2021 |
Frequently asked questions
How much does Penn Mutual Asset Management, LLC manage?
Penn Mutual Asset Management, LLC reports $42.3 billion in regulatory assets under management on its Form ADV.
How many employees does Penn Mutual Asset Management, LLC have?
Penn Mutual Asset Management, LLC reports 30 employees.
Where is Penn Mutual Asset Management, LLC located?
Penn Mutual Asset Management, LLC is based in Conshohocken, PA and has been SEC-registered since 1990.
Does Penn Mutual Asset Management, LLC disclose fund performance?
Penn Mutual Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Eight Tower Bridge, 161 Washington Street, Suite 1111, Conshohocken, PA 19428 |
| Phone | 215-956-8114 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 855702 |
| Discloses disciplinary history | No |
Regulatory AUM
$42.29B▲ 26%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,306 advisers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$42.29Bregulatory AUM
Discretionary $42.29B