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PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733File 801-132996
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$176.0M
Bottom 25% of cohort (national)
Discretionary AUM
$170.6M
Non-discretionary $5.4M
Clients
145
343 accounts
Employees
2
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 13, 2025
- Principal office
- DEVONSHIRE, 1233 HADDONFIELD-BERLIN RD. UNIT 7, VOORHEES, NJ, 08043
- Phone
- 856-210-6779
- Website
- http://piplp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.0M
- Discretionary AUM
- $170.6M
- Non-discretionary AUM
- $5.4M
- Discretionary accounts
- 340
- Non-discretionary accounts
- 3
- Total accounts
- 343
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $377K |
| High net worth individuals | 55 | $133.2M |
| Pension and profit sharing plans | Fewer than 5 | $5.4M |
| State or municipal government entities | Fewer than 5 | $20.7M |
| Individuals (other than high net worth individuals) | 82 | $16.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2026 | Clients | 143 | 145 | increased by2 |
| Apr 1, 2026 | AUM | $140,813,547 | $175,973,650 | increased by$35,160,103 |
| Apr 1, 2026 | Accounts | 307 | 343 | increased by36 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PHILADELPHIA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PHILADELPHIA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.