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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Philadelphia Investment Partners LLC
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| CRD # | 122733 |
| SEC # | 801-132996 |
| CIK # | |
| AUM | $140.8 M (2025-06-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 856-210-6779 |
| Address | Devonshire Voorhees, NJ 08043 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | PIP Dynamic Core Fund LP | 2016-12-27 | 4.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 99.8 |
| (b) Individuals (high net worth individuals) | 51 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 18.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 140.8 |
| By Discretionary | ||
| Discretionary | 298 | 128.9 |
| Non-Discretionary | 9 | 11.9 |
| Total | 307 | 140.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.8 | |
| Total | 307 | 140.8 |
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|---|---|---|
|
Bireme Capital LLC
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MD | 0.2 |
|
Guild Investment Management Inc
✚
|
CA | 0.2 |
|
Marin Capital Management LLC
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CA | 0.2 |
|
Sharpepoint LLC
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AZ | 0.2 |
|
Cove Street Capital LLC
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|
CA | 0.1 |
|
KUHN Capital Partners LLC
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|
IL | 0.1 |
|
Barnett Capital Advisors LLC
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|
FL | 0.1 |
|
Alpha Wealth Funds LLC
✚
|
UT | 0.1 |
|
Desert Rose Capital Management Inc
✚
|
ID | 0.1 |
|
Saber Capital Management LLC
✚
|
NC | 0.1 |