Philadelphia Financial
Philadelphia Financial is an SEC-registered asset manager in San Francisco, CA with $730.0M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Philadelphia Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131413, SEC 801-63788, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $730.0M (2026-03-23)
- Firm type
- Asset Manager
- Location
- San Francisco, CA
- Employees
- 9
- Clients
- 3
- CRD
- 131413
- Ownership
- HUGHES, JUSTIN, JAMES; CLARKE, RACHAEL; HYMOWITZ, JORDAN, NEIL; PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LP; MOORE, GERARD, FRANCIS
How much AUM does Philadelphia Financial have?
Philadelphia Financial reported $730.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Philadelphia Financial?
Disclosed owners and executives of Philadelphia Financial include HUGHES, JUSTIN, JAMES, CLARKE, RACHAEL, HYMOWITZ, JORDAN, NEIL, PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LP, MOORE, GERARD, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.