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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PHILADELPHIA INVESTMENT PARTNERS, LLC

CRD 122733

VOORHEES, NJ

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:97c08355-1666-2416-d9fb-7757c8e52d1f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2012 to Mar 25, 2026
20 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: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $176MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $171M
Private client RAUM: $149MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $88.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 343
Individual clients: 82
High net worth clients: 55
SEC number: 801-132996
CRD: 122733
Filings on the tape: 20
First filed: Mar 22, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, NJ
Website: piplp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER CHRISTOPHER ZEULI	Chartered Financial Analyst	VOORHEES, NJ	10	33	1	no
SHANNON LEIGH MCCUE	n/a	Haddon Township, NJ \| VOORHEES, NJ	8	14	2	no

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
PIP DYNAMIC CORE FUND, LP	Hedge Fund	$4.5M	May 9, 2017	12	Dec 27, 2016	dropped	n/a

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
ZEULI, PETER, CHRISTOPHER	Member	E	yes	07/2010	Mar 22, 2012	Mar 29, 2019
ZEULI, PETER, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	E	yes	02/2006	Mar 22, 2012	Mar 29, 2019
PHILADELPHIA INVESTMENT PARTNERS, LLC	Member	E	no	07/2010	Mar 22, 2012	Mar 29, 2019

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 25, 2026	$176M	$171M	2	2	0	n/a	n/a
2018	Mar 28, 2019	$82.8M	$77.0M	4	4	1	n/a	n/a
2017	Mar 29, 2018	$115M	$68.0M	5	5	1	n/a	n/a
2016	Mar 20, 2017	$110M	$79.0M	3	3	n/a	1	$4.5M
2015	Mar 21, 2016	$113M	$77.2M	1	1	n/a	n/a	n/a
2014	Mar 24, 2015	$110M	$72.4M	1	1	n/a	n/a	n/a
2013	Mar 27, 2014	$107M	$69.3M	2	2	n/a	n/a	n/a
2012	Mar 19, 2013	$101M	$38.0M	3	2	n/a	n/a	n/a
2011	Mar 22, 2012	$92.0M	$34.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$176M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Registered with (3)

← SHANNON LEIGH MCCUEAdvisorregistration: current employment
Oct 5, 2017 to presentfactForm ADV
← PETER CHRISTOPHER ZEULIAdvisorregistration: previous registration
Jun 1, 2000 to Dec 31, 2007factForm ADV
← HARRY EDWARD MORADAdvisorregistration: previous registration
Dec 23, 2014 to Mar 13, 2015factForm ADV

Controls (1)

← ZEULI, PETER, CHRISTOPHEROwnerMEMBER, ownership code E, individual
Mar 22, 2012 to Mar 29, 2019factForm ADV

Owns (1)

← PHILADELPHIA INVESTMENT PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 22, 2012 to Mar 29, 2019factForm ADV

Advises (1)

→ PIP DYNAMIC CORE FUND, LPPrivate fundHedge Fund, IA, no longer reported
Dec 27, 2016 to May 9, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97c08355-1666-2416-d9fb-7757c8e52d1f
First observed: Mar 22, 2012
Last observed: Mar 25, 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 INVESTMENT PARTNERS, LLC

CRD 122733

VOORHEES, NJ

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:97c08355-1666-2416-d9fb-7757c8e52d1f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER CHRISTOPHER ZEULI

Chartered Financial Analyst

VOORHEES, NJ

SHANNON LEIGH MCCUE

n/a

Haddon Township, NJ | VOORHEES, NJ

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PIP DYNAMIC CORE FUND, LP

Hedge Fund

$4.5M

May 9, 2017

Dec 27, 2016

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ZEULI, PETER, CHRISTOPHER

Member

yes

07/2010

Mar 22, 2012

Mar 29, 2019

ZEULI, PETER, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

02/2006

Mar 22, 2012

Mar 29, 2019

PHILADELPHIA INVESTMENT PARTNERS, LLC

Member

07/2010

Mar 22, 2012

Mar 29, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$176M

$171M

n/a

2018

Mar 28, 2019

$82.8M

$77.0M

n/a

2017

Mar 29, 2018

$115M

$68.0M

n/a

2016

Mar 20, 2017

$110M

$79.0M

n/a

$4.5M

2015

Mar 21, 2016

$113M

$77.2M

n/a

2014

Mar 24, 2015

$110M

$72.4M

n/a

2013

Mar 27, 2014

$107M

$69.3M

n/a

2012

Mar 19, 2013

$101M

$38.0M

n/a

2011

Mar 22, 2012

$92.0M

$34.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$176M

n/a