Philadelphia Financial
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
FINTRXOverview
Philadelphia Financial is an SEC‑registered hedge fund manager organized as an LLC and operating primarily for institutional clients. The firm acts as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its compensation combines a percentage of assets under management with performance‑based fees. Philadelphia Financial does not identify as an active ESG investor and is not structured as a multi‑state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jeffrey Bowers
CFO & CCOCRD 6745392
Contacts
1 of 1Jordan Hymowitz
Managing PrincipalCRD 2419254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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