Institutional
    SEC Registered

    Penn Mutual Asset Management, LLC

    Registered investment advisor · Conshohocken, Pennsylvania · CRD #107518

    Assets Under Management
    $42.3B
    Client Accounts
    35
    Employees
    30
    CRD Number
    107518
    Registration
    SEC Registered
    Custodian
    The Bank Of New York Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Penn Mutual Asset Management, LLC

    Penn Mutual Asset Management, LLC is an institutional asset management firm located in Horsham, Pennsylvania. As a subsidiary of The Penn Mutual Life Insurance Company, it has been a registered investment adviser since 1989 and manages over $42 billion in assets. The firm specializes in fixed-income investment solutions, focusing on prudent decision-making for risk-adjusted returns and capital preservation. The company offers tailored fixed-income strategies, including Enhanced Cash, Short Dura

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Penn Mutual Asset Management, LLC's AUM?

    Penn Mutual Asset Management, LLC reports approximately $42.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Penn Mutual Asset Management, LLC headquartered?

    Penn Mutual Asset Management, LLC is headquartered in Conshohocken, Pennsylvania.

    What is Penn Mutual Asset Management, LLC's CRD number?

    Penn Mutual Asset Management, LLC's CRD number is 107518. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Penn Mutual Asset Management, LLC manage?

    Penn Mutual Asset Management, LLC manages approximately 35 client accounts according to its latest SEC filing.

    Is Penn Mutual Asset Management, LLC SEC registered?

    Yes, Penn Mutual Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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