PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
Legal name: PHILADELPHIA FINANCIAL
CRD #131413 SEC #801-63788 SAN FRANCISCO, CA (415) 352-4460
SEC Registered Private Funds
Total AUM
$748.3M
Discretionary
$748.3M
Employees
9
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $748.3M | $748.3M | $0 | 9 | 0 |
| Mar 2024 | $642.8M | $642.8M | $0 | 8 | 0 |
| Apr 2023 | $718.7M | $718.7M | $0 | 8 | 0 |
| Mar 2023 | $718.2M | $718.2M | $0 | 8 | 0 |
| Mar 2022 | $598.8M | $598.8M | $0 | 8 | 0 |
| Mar 2021 | $540.6M | $540.6M | $0 | 8 | 0 |
| Sep 2020 | $1B | $1B | $0 | 12 | 0 |
| Aug 2020 | $1B | $1B | $0 | 12 | 0 |
| Aug 2020 | $1B | $1B | $0 | 12 | 0 |
| Jul 2020 | $1B | $1B | $0 | 12 | 0 |
| Mar 2020 | $1B | $1B | $0 | 12 | 0 |
| Nov 2019 | $1B | $1B | $0 | 10 | 0 |
| Mar 2019 | $1B | $1B | $0 | 10 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 10 | 4 |
| Mar 2017 | $1.2B | $1.2B | $0 | 10 | 1 |
| Mar 2016 | $950.4M | $950.4M | $0 | 10 | 1 |
| Mar 2015 | $1B | $1B | $0 | 9 | 1 |
| Mar 2014 | $888.9M | $888.9M | $0 | 8 | 1 |
| Oct 2013 | $876.1M | $876.1M | $0 | 8 | 1 |
| Mar 2013 | $764.9M | $764.9M | $0 | 8 | 1 |
| Mar 2012 | $672.3M | $672.3M | $0 | 6 | 1 |
| Mar 2011 | $450.2M | $450.2M | $0 | 10 | -- |
| Mar 2011 | $450.2M | $450.2M | $0 | 10 | -- |
| Mar 2007 | $262M | $262M | $0 | 10 | -- |
| Mar 2006 | $200M | $200M | $0 | 10 | -- |
| Sep 2005 | $53M | $53M | $0 | 5 | -- |
| Dec 2004 | $27.2M | $27.2M | $0 | 5 | -- |
| Dec 2004 | $27.2M | $27.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$748.3M
Discretionary$748.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$642.8M
Discretionary$642.8M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$718.7M
Discretionary$718.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$718.2M
Discretionary$718.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$598.8M
Discretionary$598.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$540.6M
Discretionary$540.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateNov 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients4
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$950.4M
Discretionary$950.4M
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients1
DateMar 2014
Total AUM$888.9M
Discretionary$888.9M
Non-Disc.$0
Employees8
Clients1
DateOct 2013
Total AUM$876.1M
Discretionary$876.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2013
Total AUM$764.9M
Discretionary$764.9M
Non-Disc.$0
Employees8
Clients1
DateMar 2012
Total AUM$672.3M
Discretionary$672.3M
Non-Disc.$0
Employees6
Clients1
DateMar 2011
Total AUM$450.2M
Discretionary$450.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$450.2M
Discretionary$450.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--