InsuranceRIA · CRD 107518SEC-Registered

Updated:

Penn Mutual Asset Management

PENN MUTUAL ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in CONSHOHOCKEN, PA, since 1990. The firm manages approximately $42.3 billion in...

Penn Mutual Asset Management

PENN MUTUAL ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in CONSHOHOCKEN, PA, since 1990. The firm manages approximately $42.3 billion in assets. It has 30 employees and 30 investment advisers.

General information

Firm type

Insurance-Owned Asset Manager

Year founded

1900

Location

Region

North America

Country

United States

City

Conshohocken

Corporate office

Philadelphia, PA, United States

Principals

Eileen K. McDonnell

Chairman and CEO

Sector focus

Private CreditReal EstateInfrastructurePrivate EquityFixed Income

Frequently asked questions

Who runs investment decisions at Penn Mutual Asset Management?

Eileen K. McDonnell serves as Chairman and CEO of Penn Mutual Asset Management. She oversees the firm's investment strategy, which is aligned with the parent company's liability-driven objectives (per the firm's website).

Which sectors does Penn Mutual Asset Management explicitly avoid?

The firm has a conservative mandate due to its insurance parent and avoids high-risk, speculative asset classes unrelated to yield generation. It generally avoids pure venture capital, cryptocurrency, and unsecured consumer lending.

How is Penn Mutual Asset Management related to Penn Mutual Life Insurance Company?

Penn Mutual Asset Management is the wholly owned investment division of Penn Mutual Life Insurance Company, a mutual insurance company founded in 1847. It manages the general account portfolio and provides investment services to the parent and select third parties (per the firm's website).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

Explore more profiles