Single Family OfficeRIA · CRD 122733SEC-Registered

Updated:

Philadelphia Investment Partners

PHILADELPHIA INVESTMENT PARTNERS, LLC is an SEC-registered investment adviser in VOORHEES, NJ, registered since 2025. The firm manages $176 million in assets,...

Philadelphia Investment Partners

PHILADELPHIA INVESTMENT PARTNERS, LLC is an SEC-registered investment adviser in VOORHEES, NJ, registered since 2025. The firm manages $176 million in assets, $171 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Voorhees

Corporate office

Philadelphia, PA, United States

Frequently asked questions

Who runs investment decisions at Philadelphia Investment Partners?

The principals and investment committee members are not publicly identified. For a firm with no website, no LinkedIn presence, and no press footprint, investment decision-making authority typically rests with a family member serving as CIO, an internal investment committee, or a trusted external advisor whose identity is shielded by the LLC structure.

Is Philadelphia Investment Partners structured as a single family office or does it manage outside capital?

All available evidence points to a single-family office structure. The firm has no public marketing, no ADV filings that would indicate outside clients, and no presence on capital-introduction platforms. It does not solicit, accept, or acknowledge external limited partners.

What asset classes does Philadelphia Investment Partners focus on?

No specific asset allocation has been disclosed. Based on the standard operating model of private, single-family offices, it likely covers a broad mix including public equities, fixed income, private equity, venture capital, real estate, and private credit. The actual mix, however, is unknowable from the public record.

Does Philadelphia Investment Partners participate in direct deals or fund commitments?

The firm has not disclosed any transaction history. Typical practice for a family office of this profile includes both direct co-investments and commitments to third-party funds. Philadelphia's local venture and real estate ecosystems would offer natural opportunities for direct engagement, but no specific deals are attributable to this entity.

How does Philadelphia Investment Partners source investment opportunities?

Sourcing likely occurs entirely through the personal networks of the principals and their advisors. Without any public interface, the firm relies on long-standing relationships with fund managers, wealth advisors, legal counsel, and other family offices in the Philadelphia area to surface and diligence opportunities.

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.

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