Philadelphia Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and publishing newsletters. Financial planning was provided to 1–10 clients last fiscal year.
Philadelphia Investment Partners reports 145 clients. They include 82 individual clients, 55 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 96.9% ($171M across 340 accounts) are managed with discretion; $5.38M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 9% |
| High-net-worth individuals | 38% | 76% |
| Pension and profit-sharing plans | 2% | 3% |
| State or municipal government entities | <1% | 12% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 82 | $16.2M | 9.2% | $198K |
| High-net-worth individuals | 55 | $133M | 75.7% | $2.42M |
| Pension and profit-sharing plans | Fewer than 5 | $5.38M | 3.1% | $1.79M |
| State or municipal government entities | Fewer than 5 | $20.7M | 11.8% | $20.7M |
| Corporations and other businesses | Fewer than 5 | $377K | 0.2% | $94.1K |
| Total | 145 | $176M | 100% | — |
- Clients
- 82
- Regulatory AUM
- $16.2M
- AUM share
- 9.2%
- Avg. per client
- $198K
- Clients
- 55
- Regulatory AUM
- $133M
- AUM share
- 75.7%
- Avg. per client
- $2.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.38M
- AUM share
- 3.1%
- Avg. per client
- $1.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $20.7M
- AUM share
- 11.8%
- Avg. per client
- $20.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $377K
- AUM share
- 0.2%
- Avg. per client
- $94.1K
Total
- Clients
- 145
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Philadelphia Investment Partners is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Peter Zeuli owns 75% or more of Philadelphia Investment Partners. Peter Zeuli is CEO. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Philadelphia Investment Partners, LLC
Peter Zeuli
Control person · since February 2006
Philadelphia Investment Partners’ regulatory assets grew from $141M (June 2025) to $176M (March 2026); clients were 145 in both filings and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $176M | 145 | 2 | 1 |
| Jun 2025June 2025 | $141M | 143 | 3 | 1 |
Besides its headquarters, Philadelphia Investment Partners has 0 offices, with 1 listed address in 1 state.
New Jersey · 1 listed address
- Devonshire, 1233 Haddonfield-Berlin RD. Unit 7, VoorheesHQ
Contact and registration details
- Legal name
- Philadelphia Investment Partners, LLC
- Headquarters
- Devonshire, 1233 Haddonfield-Berlin RD. Unit 7, Voorhees, NJ 08043
- Website
- piplp.com
- Phone
- 856-210-6779
- SEC file
- 801-132996
- Structure
- New Jersey LLC
- Fiscal year end
- December
Philadelphia Investment Partners’ named custodians for separately managed accounts are Interactive Brokers ($121M, 72%), Altruist ($26.9M, 16%) and Principal Custody Solutions ($20.7M, 12%). Philadelphia Investment Partners does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $121M72%
- AltruistAltruist Financial LLC · Culver City, CA · $26.9M16%
- Principal Custody SolutionsPrincipal Custody Solutions · Minneapolis, MN · $20.7M12%
At year end, Philadelphia Investment Partners’ separately managed accounts were mostly in stocks (80%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 189 positions; the largest are Vaneck Fallen Angel High Yield Bond ETF (7.5%), Vaneck Morningstar Wide Moat ETF (6.2%) and State Street SPDR Portfolio S&P 500 Growth ETF (5.6%).
What the accounts hold
- Stocks80%
- Bonds5%
- Cash10%
- Other5%
- Warrants, rights offering, annuities & short-term corporate notes4%
- Derivatives1%
How many clients does Philadelphia Investment Partners have?
Philadelphia Investment Partners has 145 clients and manages $176 million for them, as of March 2026. They include 82 individual clients, 55 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Philadelphia Investment Partners offer?
Philadelphia Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Philadelphia Investment Partners use?
Philadelphia Investment Partners’ separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $121M, Altruist Financial LLC (Culver City, CA), with $26.9M and Principal Custody Solutions (Minneapolis, MN), with $20.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Philadelphia Investment Partners have?
Philadelphia Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Philadelphia Investment Partners invest in?
At the end of its last fiscal year, Philadelphia Investment Partners’ separately managed accounts held 80% exchange-traded equities, 10% cash and equivalents, 5% U.S. government and agency bonds, 4% other and 1% derivatives. The 4% other category is described as: Warrants, Rights Offering, Annuities & Short-Term Corporate Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Philadelphia Investment Partners?
Philadelphia Investment Partners’ direct owner is Peter Zeuli (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Philadelphia Investment Partners get paid?
Philadelphia Investment Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Philadelphia Investment Partners?
Philadelphia Investment Partners’ main office is at Devonshire, 1233 Haddonfield-Berlin RD. Unit 7, Voorhees, NJ 08043. Its phone number is 856-210-6779. Its website is piplp.com.
