Philadelphia Financial Management of San Francisco is a fund manager in San Francisco with $598.82 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
200912242
SEC advisor number
801-63788
FINRA CRD number
131413
AUM ?
$598.82 mm
(as of 25 Mar 22)
Accounts
4
(as of 25 Mar 22)
Employees
8
(4 investment advisory or research)
Address
Philadelphia Financial Management of San Francisco
450 SANSOME STREET
SUITE 1500
SAN FRANCISCO
CA 94111
450 SANSOME STREET
SUITE 1500
SAN FRANCISCO
CA 94111
Office hours
Monday - Friday, 5:00AM-2:00PM
Phone
415.352.4460
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hymowitz, Jordan, Neil | Managing Principal | 03/2004 | < 5% |
Moore, Gerard, Francis | Chief Financial Officer and Chief Compliance Officer | 05/2007 | < 5% |
Hymowitz, Jordan, Neil | Trustee | 01/2021 | |
Hymowitz 1999 Trust | Partner | 01/2021 | > 75% |
Hymowitz, Sarah, Allis Gilmor | Trustee | 01/2021 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Philadelphia Financial | $598.82 mm | |
Boathouse Row I, L.P. | $267.01 mm | Hedge Fund |
Boathouse Row II, L.P. | $175.30 mm | Hedge Fund |
Boathouse Row Offshore LTD. | $56.02 mm | Hedge Fund |
Oc 532 Offshore Fund LTD. | $100.48 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
SC 13G
HomeStreet, Inc.
19 Mar 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
SC 13G/A
BROADWAY FINANCIAL CORP \DE\
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22