Penn Mutual Asset Management, LLC

Overview

Penn Mutual Asset Management, LLC is an institutional investment adviser organized as an LLC that focuses on managing assets for institutional clients and pooled vehicles. The firm is registered with the SEC (registration year 1990) and operates as a capital allocator, charging fees as a percentage of assets under management. Its public filing identifies CPO/CTA activity and a set of advisory services that include portfolio management for investment companies and pooled vehicles, portfolio management for businesses or institutions, and the selection of other advisers. The firm maintains business relationships across broker-dealers, other investment advisers, and insurance companies. Its filings indicate it does not identify as an active ESG investor and that its investment preference leans toward fixed-income strategies.

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Location & Offices