Harleysville Asset Management LP is a large advisory firm based in Harleysville. It manages $106.63 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.
Harleysville Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harleysville Asset Management LP is $106.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Harleysville Asset Management LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Ralph Cummins has served as the Chief Investment Officer since 1 Apr 1997. Carlton Holding Corporation joined the executive team most recently as the General Partner.
The principal office where Harleysville Asset Management LP performs its advisory services is located at 355 Maple Avenue, Harleysville, PA 19438, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-256-5151 or by fax 215-256-5601. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at hamlp.com.