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Data / Investment advisers / Pennsylvania / Conshohocken

Investment advisers in Conshohocken, PA: 23 firms, $238 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

23 investment advisers have their main office in Conshohocken, Pennsylvania: 22 SEC registered and 1 exempt reporting. The registered advisers report $238 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Hamilton Lane with $142 billion.

The request: Every investment adviser in Conshohocken, Pennsylvania with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

Get advisers in ConshohockenGet private fund advisers in ConshohockenWatch new advisers in Pennsylvania

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 23Advisers
  • 22SEC registered
  • 1Exempt reporting
  • $238 billionTotal AUM
  • 19Advisers over $100 million
  • 7Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Hamilton LaneConshohocken$141.83 billion232740553(610) 934-2222adviserinfo.sec.gov
Penn Mutual Asset Management, LLCConshohocken$42.29 billion3530Not listed(215) 956-8114pennmutualam.comadviserinfo.sec.gov
Centersquare Investment Management LLCConshohocken$13.70 billion13810019(610) 834-9500centersquare.comadviserinfo.sec.gov
Arin Risk Advisors LLCConshohocken$10.19 billion21111(610) 822-3400arinllc.comadviserinfo.sec.gov
Hornor, Townsend & Kent, LLCConshohocken$9.01 billion28,369485Not listed(215) 957-7300htk.comadviserinfo.sec.gov
PitcairnConshohocken$5.87 billion2,13362Not listed(215) 881-6144adviserinfo.sec.gov
Copeland Capital Management, LLCConshohocken$4.06 billion1,98330Not listed(484) 351-3700copelandfunds.comadviserinfo.sec.gov
Cloverlay Investment Management, LLCConshohocken$1.83 billion131811(484) 262-5020cloverlay.comadviserinfo.sec.gov
Compass Ion Advisors, LLCConshohocken$1.59 billion3,74524Not listed(610) 228-2200ionadv.comadviserinfo.sec.gov
Electra CapitalConshohocken$1.45 billion411Not listed(610) 977-2000adviserinfo.sec.gov
Ironview Capital Management, LLCConshohocken$1.39 billion445121(215) 793-0111ironview.comadviserinfo.sec.gov
Morgan Properties Special Situations II LLCConshohocken$1.37 billion1020Not listed(610) 265-2800morgan-properties.comadviserinfo.sec.gov
Addison CapitalConshohocken$1.12 billion6154Not listed(215) 563-6919adviserinfo.sec.gov
Mma Asset Management LLCConshohocken$787.8 million56119Not listed(610) 684-3200marshmma.comadviserinfo.sec.gov
Kitching Partners, LLCConshohocken$645.9 million19419Not listed(267) 209-0830adviserinfo.sec.gov
Northstar Financial Companies, Inc.Conshohocken$519 million1,33810Not listed(610) 629-6100northstarfci.comadviserinfo.sec.gov
Arba Credit Management, L.P.Conshohocken$289.1 million292(484) 590-6604arbacredit.comadviserinfo.sec.gov
Arsenal Capital Advisors LLCConshohocken$267.1 million3413Not listed(610) 564-9134adviserinfo.sec.gov
Nest EggConshohocken$131.7 million2,83214Not listed(888) 345-2163mybanknestegg.comadviserinfo.sec.gov
WealthfdConshohocken$87.8 million45016Not listed(215) 671-6660adviserinfo.sec.gov
Mereo Capital Partners, LLCConshohockenNot listedNot listedNot listed3(203) 722-5222mereocapitalpartners.comadviserinfo.sec.gov
Excorde Capital LLCConshohockenNot listed023Not listed(610) 620-2440excordecapital.comadviserinfo.sec.gov
Lr3 PartnersConshohockenNot listed03Not listed(267) 467-5102lr3partners.comadviserinfo.sec.gov

Advisers in Conshohocken that manage private funds

7 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Hamilton LaneConshohockenPA553Not listed534Not listedNot listed$138.36 billion$141.83 billionadviserinfo.sec.gov
Centersquare Investment Management LLCConshohockenPA19Not listedNot listedNot listed17$1.15 billion$13.70 billionadviserinfo.sec.gov
Cloverlay Investment Management, LLCConshohockenPA11Not listed11Not listedNot listed$1.82 billion$1.83 billionadviserinfo.sec.gov
Mereo Capital Partners, LLCConshohockenPA3Not listed3Not listedNot listed$81 millionNot listedadviserinfo.sec.gov
Arba Credit Management, L.P.ConshohockenPA2Not listed2Not listedNot listed$289.1 million$289.1 millionadviserinfo.sec.gov
Arin Risk Advisors LLCConshohockenPA11Not listedNot listedNot listed$1.4 million$10.19 billionadviserinfo.sec.gov
Ironview Capital Management, LLCConshohockenPA1Not listed1Not listedNot listed$13.7 million$1.39 billionadviserinfo.sec.gov

Newest SEC registrations in Conshohocken

2 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Lr3 PartnersConshohockenPASeptember 14, 2026Not listedlr3partners.comadviserinfo.sec.gov
Excorde Capital LLCConshohockenPAAugust 14, 2026Not listedexcordecapital.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.