Penn Mutual Asset Management, LLC
Penn Mutual Asset Management, LLC (CRD# 107518) is a financial advisory firm headquartered in Horsham, PA. They manage $21,100,000,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21,100MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$620,588,235
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Peter Sherman (CRD# 1974905) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 27 years of experience in the finance industry.