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Philadelphia Investment Partners, LLC

● SEC registered since 2025CRD 122733SEC# 801-132996Voorhees, NJ
Export (members)
Reg. AUM
$176M
Employees
2
Accounts
343
Location
Voorhees, NJ

Philadelphia Investment Partners, LLC assets under management

Philadelphia Investment Partners, LLC is an investment advisory firm registered with the SEC based in Voorhees, NJ. The firm has been registered since 2025. It reports $176 million in regulatory assets under management and employs 2 people.

Philadelphia Investment Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Christopher Zeuli ControlChief Executive Officer, Chief Financial Officer, Chief Operations Officer, Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Philadelphia Investment Partners, LLC manage?

Philadelphia Investment Partners, LLC reports $176 million in regulatory assets under management on its Form ADV.

How many employees does Philadelphia Investment Partners, LLC have?

Philadelphia Investment Partners, LLC reports 2 employees.

Where is Philadelphia Investment Partners, LLC located?

Philadelphia Investment Partners, LLC is based in Voorhees, NJ and has been SEC-registered since 2025.

Does Philadelphia Investment Partners, LLC disclose fund performance?

Philadelphia Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressDevonshire, 1233 Haddonfield-Berlin Rd. Unit 7, Voorhees, NJ 08043
Phone856-210-6779
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$176M▲ 25%
May '25 — $140.8MJun '25 — $140.8MJul '25 — $140.8MAug '25 — $140.8MSep '25 — $140.8MOct '25 — $140.8MNov '25 — $140.8MDec '25 — $140.8MJan '26 — $140.8MFeb '26 — $140.8MMar '26 — $176MApr '26 — $176MMay '26 — $176MJun '26 — $176M
May '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$176Mregulatory AUM
Discretionary $170.6MNon-discretionary $5.4M