Philadelphia Financial

RIASEC RegisteredEst. 2005
Total AUM
$730M
Discretionary
$730M
100% of AUM
Avg account
$243M
Accounts
3
Employees
9
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
131413
Registered since
January 3, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Philadelphia Financial is an SEC-registered limited liability company formed in 2005 that operates as a hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and functions in a commodity pool operator/commodity trading advisor (CPO/CTA) capacity. Its compensation combines a percentage-of-AUM fee with performance-based fees. Philadelphia Financial does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Bowers

    Jeffrey Bowers

    CFO & CCOCRD 6745392

Contacts

1 of 1
  • Jordan Hymowitz

    Managing PrincipalCRD 2419254

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
450 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth