# Philadelphia Investment Partners, LLC

> Philadelphia Investment Partners, LLC is an SEC-registered investment advisory firm in Voorhees, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 122733
- Filed as: PHILADELPHIA INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Voorhees, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122733
- AdvisorCensus page: https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733

## Quick answers

**How is Philadelphia Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Philadelphia Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Philadelphia Investment Partners, LLC located?**
Philadelphia Investment Partners, LLC's principal office is in Voorhees, NJ, according to its Form ADV.

**Is Philadelphia Investment Partners, LLC registered with the SEC or a state?**
Philadelphia Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 122733.

**How much does Philadelphia Investment Partners, LLC manage?**
Philadelphia Investment Partners, LLC reports $175,973,650 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (97% discretionary).

**How have Philadelphia Investment Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Philadelphia Investment Partners, LLC: Regulatory assets under management: $140,813,547 in the October 2025 data and $175,973,650 in the October 2026 data, up 25%. Total employees: 3 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Philadelphia Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (55); corporations or other businesses not listed above (4).

**Which custodians does Philadelphia Investment Partners, LLC use?**
Philadelphia Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Interactive Brokers LLC and Principal Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Philadelphia Investment Partners, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122733

**Does Philadelphia Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The minimum dollar value for establishing an advisory account is generally $ 100,000, although we may accept lesser amounts in our discretion."

**What changed in Philadelphia Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $140,813,547 to $175,973,650 (+25%). Registered or notice-filed in DE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum dollar value for establishing an advisory account is generally $ 100,000, although we may accept lesser amounts in our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Interactive Brokers LLC
- Principal Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,973,650
- Discretionary: $170,593,351
- Non-discretionary: $5,380,299

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $16,242,657 |
| High net worth individuals | 55 | $133,246,277 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $5,380,299 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | 1 | $20,727,832 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 4 | $376,585 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NJ, PA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122733

### Websites listed on Form ADV (Item 1.I)
- piplp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $140,813,547 | 3 | June 26, 2025 |
| October 2026 | $175,973,650 | 2 | March 25, 2026 |

Regulatory assets under management: $140,813,547 in the October 2025 data and $175,973,650 in the October 2026 data, up 25%.
Total employees: 3 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $140,813,547 to $175,973,650 (+25%).
- Registered or notice-filed in DE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Philadelphia Investment Partners, LLC (CRD 122733): Form ADV filing data as of October 2026.