Investment adviser · CRD 122733

PHILADELPHIA INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

VOORHEES, NJ, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $176M
Client accounts: 343
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	55	$133,246,277	75.7%
Government entities	Fewer than 5	$20,727,832	11.8%
Individuals	82	$16,242,657	9.2%
Retirement plans	Fewer than 5	$5,380,299	3.1%
Corporations & businesses	Fewer than 5	$376,585	0.2%

Filing source

Form ADV 2062793 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PIP DYNAMIC CORE FUND, LPHedge Fund · Last reported May 9, 2017$4.5MGross asset value

Fund administrator MG STOVER DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States

Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

INTERACTIVE BROKERS CORP.
SEC 8-53615

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source

Fund ID: 805-4003119672
Reported beneficial owners: 12
Minimum commitment: $500K

Form ADV 1114324 · May 9, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Performance-based

Principal office

DEVONSHIRE, 1233 HADDONFIELD-BERLIN RD. UNIT 7
VOORHEES, NJ, 08043, United States

CRD 122733

Filing source

Form ADV 2062793 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.