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Penn Mutual Asset Management, LLC

● SEC registered since 1990CRD 107518SEC# 801-35477Conshohocken, PA
Export (members)
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
NameTitleOwnershipSince
David Michael O'Malley ControlChairman Of The Board Of ManagersUnder 5%2014
Keith Gordon HuckerbyChief Operating Officer, Manager Of Board Of ManagersUnder 5%2014
Richard Matthew KlenkManager Of Board Of ManagersUnder 5%2025
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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

AddressEight Tower Bridge, 161 Washington Street, Suite 1111, Conshohocken, PA 19428
Phone215-956-8114
Office hours8:30a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK855702
Discloses disciplinary historyNo

Regulatory AUM

$42.29B▲ 26%
Jan '25 — $33.66BFeb '25 — $33.66BMar '25 — $39.11BApr '25 — $39.11BMay '25 — $39.11BJun '25 — $39.11BJul '25 — $39.11BAug '25 — $39.11BSep '25 — $39.11BOct '25 — $39.11BNov '25 — $39.11BDec '25 — $39.11BJan '26 — $39.11BFeb '26 — $39.11BMar '26 — $39.11BApr '26 — $42.29BMay '26 — $42.29BJun '26 — $42.29B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$42.29Bregulatory AUM
Discretionary $42.29B