Philadelphia Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$149,488,934
Clients
137
Advisors
2
of 2 employees
About
Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, and institutional investors, and also offers retirement-plan advisory services. Its programs cover a broad set of instruments including equities, fixed income, derivatives and private securities, and the firm accepts account restrictions from clients where appropriate.
The firm’s investment process is top‑down macroeconomic analysis with a quantitative overlay, combined with company‑level fundamental valuation techniques and a typical multi‑year investment horizon. It offers both diversified asset allocation strategies and customized solutions — such as concentrated stock management and hedging — and may employ more frequent trading for certain mandates.
Noteworthy features include the availability of performance‑based fee arrangements for qualified clients and that some advisory personnel are licensed insurance agents who may receive commissions on insurance products, a disclosed potential conflict. The firm also provides regular market commentary and client communications and has publicly disclosed a prior regulatory finding related to a state notice‑filing oversight that was corrected and assessed.
Client services
Expertise
Fee options
$0 - $250,000: 2.50% $249,000 - $749,999: 2.00% $750,000 - $1,999,999: 1.50% $2,000,000+: 1.00%
Insurance commissions earned by persons licensed as independent insurance agents, separate and in addition to advisory fees.
Performance fees include 1% management fee and 20% of profit or 1.25% management fee and 10% of profit, subject to High Watermark Rule.
Account minimum: $100,000
Main office
Devonshire, 1233 Haddonfield Berlin Rd. Unit 7
Voorhees NJ 08043
Advisors at this office
2
Most active in
Texas
Also doing business as
Philadelphia Investment Partners, LLC · Philadelphia Investment Partners, Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter Z
CFA®, Series 63, Series 65
Voorhees, NJ
Philadelphia Investment Partners, LLC
Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.
Shannon M
Series 66
Voorhees, NJ
Philadelphia Investment Partners, LLC
Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.
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