Penn Mutual Asset Management Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1989

Year Founded

  • Professionals
  • 38

Professionals

  • AUM
  • 000.0

Penn Mutual Asset Management General Information

Description

Penn Mutual Asset Management is an investment advisor based in Horsham, Pennsylvania. Established in 1989, it provides risk-based institutional asset management, advisory, and fund operation services. The assets of the firm are managed by an executive management team.

Contact Information

Year Founded
1989
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Investment Advisor
Primary Contact
0000 00000000000
Title
Chief Investment Officer & President
Phone
+0 (000) 000-0000
Corporate Office
  • Eight Tower Bridge 161 Washington Street
  • Suite 1111 Conshohocken
  • Horsham, PA 19428
  • United States
+1 (215) 000-0000

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Penn Mutual Asset Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Penn Mutual Asset Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Penn Mutual Asset Management Team (19)

Name Title Office
Mark Heppenstall Chief Investment Officer & President Horsham, PA
Tyler Thur Chief Financial Officer Horsham, PA
Keith Huckerby Senior Managing Director & Chief Operating Officer Horsham, PA
Greg Zappin Managing Director & Portfolio Manager Horsham, PA
Trevor Williams MD Managing Director & Portfolio Manager Horsham, PA
You’re viewing 5 of 19 team members. Get the full list »

Penn Mutual Asset Management FAQs

  • When was Penn Mutual Asset Management founded?

    Penn Mutual Asset Management was founded in 1989.

  • Where is Penn Mutual Asset Management headquartered?

    Penn Mutual Asset Management is headquartered in Horsham, PA.

  • How many Assets Under Management (AUM) does Penn Mutual Asset Management have?

    Penn Mutual Asset Management has 000.00 in assets under management.

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