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PENN MUTUAL ASSET MANAGEMENT, LLC
CRD 107518File 801-35477
APPROVED
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$42.29B
Top 10% of cohort (national)
Discretionary AUM
$42.29B
Clients
35
35 accounts
Employees
30
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 2, 1990
- Principal office
- EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN, PA, 19428
- Phone
- 215-956-8114
- Website
- HTTP://WWW.PENNMUTUALAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.29B
- Discretionary AUM
- $42.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 35
- Non-discretionary accounts
- 0
- Total accounts
- 35
- AUM per client
- $1.21B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $27.4M |
| Insurance companies | 5 | $32.98B |
| Investment companies | 29 | $9.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.