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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

PHILADELPHIA FINANCIAL

PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, CRD 131413

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cb82f7e-0620-c599-1e74-c2b2977bc896

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Mar 30, 2012 to Mar 23, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $730MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $730M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $730M
SEC number: 801-63788
CRD: 131413
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, CA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BOATHOUSE ROW I, L.P.	Hedge Fund	$334M	Mar 1, 2024	77	Mar 30, 2012	reported	021-127775
BOATHOUSE ROW II, L.P.	Hedge Fund	$206M	Mar 1, 2024	78	Mar 30, 2012	reported	021-66835
BOATHOUSE ROW OFFSHORE MINYAN, LTD.	Hedge Fund	$103M	Mar 1, 2024	17	Mar 30, 2012	reported	021-73564
OC 532 OFFSHORE FUND LTD.	Hedge Fund	$100M	Mar 25, 2022	10	Mar 30, 2012	dropped	021-108988

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWERS, JEFFREY, STEPHEN	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Mar 1, 2024	Mar 1, 2024
HYMOWITZ 1999 TRUST	Partner	E	yes	01/2021	Mar 25, 2022	Mar 1, 2024
HYMOWITZ, JORDAN, NEIL	Trustee	F	yes	01/2021	Mar 30, 2012	Mar 1, 2024
HYMOWITZ, JORDAN, NEIL	MANAGING PRINCIPAL	Na	yes	03/2004	Mar 30, 2012	Mar 1, 2024
HYMOWITZ, SARAH, ALLIS GILMOR	Trustee	F	yes	01/2021	Mar 25, 2022	Mar 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$730M	$730M	9	7	0	3	n/a
2024	Mar 18, 2025	$748M	$748M	9	7	0	3	n/a
2023	Mar 1, 2024	$643M	$643M	8	6	0	3	$643M
2022	Mar 31, 2023	$718M	$718M	8	6	0	3	$718M
2021	Mar 25, 2022	$599M	$599M	8	4	0	4	$599M
2020	Mar 25, 2021	$541M	$541M	8	4	0	4	$541M
2019	Mar 19, 2020	$1.0B	$1.0B	12	6	0	4	$997M
2018	Mar 28, 2019	$1.0B	$1.0B	10	5	0	4	$1.0B
2017	Mar 19, 2018	$1.2B	$1.2B	10	5	0	4	$1.2B
2016	Mar 27, 2017	$1.2B	$1.2B	10	6	n/a	4	$1.2B
2015	Mar 30, 2016	$950M	$950M	10	6	n/a	4	$950M
2014	Mar 31, 2015	$1.0B	$1.0B	9	5	n/a	4	$1.0B
2013	Mar 31, 2014	$889M	$889M	8	4	n/a	4	$889M
2012	Mar 21, 2013	$765M	$765M	8	4	n/a	4	$765M
2011	Mar 30, 2012	$672M	$672M	n/a	n/a	n/a	4	$672M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$730M	$748M	-2.4%	$718M	0.5%	9	9	0	0

Relationships

Advises (4)

→ BOATHOUSE ROW I, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BOATHOUSE ROW II, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BOATHOUSE ROW OFFSHORE MINYAN, LTD.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ OC 532 OFFSHORE FUND LTD.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 25, 2022factForm ADV

Controls (4)

← HYMOWITZ, JORDAN, NEILOwnerTRUSTEE, ownership code F, individual
Mar 30, 2012 to Mar 1, 2024factForm ADV
← BOWERS, JEFFREY, STEPHENOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 1, 2024 to Mar 1, 2024factForm ADV
← HYMOWITZ, SARAH, ALLIS GILMOROwnerTRUSTEE, ownership code F, individual
Mar 25, 2022 to Mar 1, 2024factForm ADV
← HYMOWITZ 1999 TRUSTOwnerPARTNER, ownership code E, domestic entity
Mar 25, 2022 to Mar 1, 2024factForm ADV

Dated events

Occurred
Mar 1, 2024
Control person joined
Stephen Jeffrey Bowers (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of Philadelphia Financial
Form ADVobserved 6 days ago
Occurred
Mar 1, 2024
Control person left
Francis Gerard Moore (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of Philadelphia Financial (listed 2023-04-26, absent 2024-03-01)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Control person joined
Allis Gilmor Sarah Hymowitz (Trustee) appeared on Schedule A of Philadelphia Financial
Form ADVobserved 6 days ago
Occurred
Mar 25, 2021
Regulatory AUM changed
Philadelphia Financial reported RAUM $540.6M, down 47% from $1.0B (2020-09-04 to 2021-03-25)
Form ADVobserved 6 days ago
$-475M
Occurred
Mar 25, 2021
Control person left
James Justin Hughes (Principal) no longer on Schedule A of Philadelphia Financial (listed 2020-09-04, absent 2021-03-25)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cb82f7e-0620-c599-1e74-c2b2977bc896
First observed: Mar 30, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PHILADELPHIA FINANCIAL

PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, CRD 131413

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cb82f7e-0620-c599-1e74-c2b2977bc896

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BOATHOUSE ROW I, L.P.

Hedge Fund

$334M

Mar 1, 2024

Mar 30, 2012

reported

021-127775

BOATHOUSE ROW II, L.P.

Hedge Fund

$206M

Mar 1, 2024

Mar 30, 2012

reported

021-66835

BOATHOUSE ROW OFFSHORE MINYAN, LTD.

Hedge Fund

$103M

Mar 1, 2024

Mar 30, 2012

reported

021-73564

OC 532 OFFSHORE FUND LTD.

Hedge Fund

$100M

Mar 25, 2022

Mar 30, 2012

dropped

021-108988

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWERS, JEFFREY, STEPHEN

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

02/2024

Mar 1, 2024

HYMOWITZ 1999 TRUST

Partner

yes

01/2021

Mar 25, 2022

Mar 1, 2024

HYMOWITZ, JORDAN, NEIL

Trustee

yes

01/2021

Mar 30, 2012

Mar 1, 2024

HYMOWITZ, JORDAN, NEIL

MANAGING PRINCIPAL

yes

03/2004

Mar 30, 2012

Mar 1, 2024

HYMOWITZ, SARAH, ALLIS GILMOR

Trustee

yes

01/2021

Mar 25, 2022

Mar 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$730M

n/a

2024

Mar 18, 2025

$748M

n/a

2023

Mar 1, 2024

$643M

2022

Mar 31, 2023

$718M

2021

Mar 25, 2022

$599M

2020

Mar 25, 2021

$541M

2019

Mar 19, 2020

$1.0B

$997M

2018

Mar 28, 2019

$1.0B

2017

Mar 19, 2018

$1.2B

2016

Mar 27, 2017

$1.2B

n/a

$1.2B

2015

Mar 30, 2016

$950M

n/a

$950M

2014

Mar 31, 2015

$1.0B

n/a

$1.0B

2013

Mar 31, 2014

$889M

n/a

$889M

2012

Mar 21, 2013

$765M

n/a

$765M

2011

Mar 30, 2012

$672M

n/a

$672M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$730M

$748M

-2.4%

$718M

0.5%