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Penn Mutual Asset Management

Hedge fund · Horsham, Pennsylvania

Penn Mutual Asset Management is a hedge fund based in Horsham, Pennsylvania. Founded in 1989 4 funds are on record.

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Recorded deals
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Last investment
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Penn Mutual Asset Management key facts

  • Penn Mutual Asset Management is a hedge fund based in Horsham, Pennsylvania.
  • Penn Mutual Asset Management has 4 funds on record, raising $225.2M across the 4 that report a size.
  • The team roster lists 13 people.

About Penn Mutual Asset Management

Founded in 1989

Penn Mutual Asset Management funds

4 funds are on record for Penn Mutual Asset Management, totalling $225 million across the 4 that report a size. The most recent is Penn Mutual Asset Management Multi-Series Fund, LLC - Series B (2017 vintage), $85.4 million.

Penn Mutual Asset Management team

13 people are on record at Penn Mutual Asset Management: 4 analysts, 1 partner, 1 managing partner, 1 principal and 6 others. Senior names include Scott Ellis (Managing Director), Mark Heppenstall (Chief Investment Officer) and Greg Zappin (Managing Director). 13 of them have a verified direct contact on file.

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Penn Mutual Asset Management at the SEC

Form ADV · 2026-04 · CRD 107518
Regulatory AUM
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Private fund assets
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Private funds
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Staff
30
Registered office
CONSHOHOCKEN, PA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PENN MUTUAL ASSET MANAGEMENT, LLC).

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Penn Mutual Asset Management portfolio

Portfolio — not yet on record

No portfolio companies for Penn Mutual Asset Management are on record yet. Positions surface from round participations, filings, and coverage.

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Funds

4 recorded
  • Penn Mutual Asset Management Multi-Series Fund, LLC - Series B2017$85.4M
  • Penn Mutual Asset Management Multi-Series Fund (Cayman), SPC - SP-B2017$5.0M
  • Penn Mutual Asset Management Multi-Series Fund LLC - Series A2016$99.8M
  • Penn Mutual Asset Management Multi-Series Fund (Cayman), SPC - SP-A2016$35.0M

$225.2M raised across the 4 funds that report a size

Team
13 people on record — 13 with verified contacts

Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.

See the team →