Harleysville Asset Management LP (Harleysville)

Name: Harleysville Asset Management LP
Address: 355 Maple Avenue, Harleysville, PA, 19438
Telephone: 215-256-5151

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.

Harleysville Asset Management: assets under management

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 firm manages $106.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.66 million each.

Fees & Commissions

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.

Careers at Harleysville Asset Management LP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carlton Holding Corporation	General partner	1 Apr 1997	Other	16-1069110
Huron Insurance Company	Limited partner	1 Apr 1997	75% - 100%	23-2384978
Mark Ralph Cummins	Chief investment officer	1 Apr 1997	Other	4376936

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Harleysville Group Inc.	Shareholder	1 Sep 1985	75% - 100%	51-0241172
Harleysville Group Inc.	Shareholder	1 Mar 1991	75% - 100%	51-0241172

Based in Harleysville

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.