PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$61.2M

Discretionary

$59.2M

97% of AUM

Avg account

$428K

Accounts

143

Employees

Advisory reps

Firm details

Headquarters: BALA CYNWYD, Pennsylvania
CRD number: 294016
Registered since: April 16, 2018
Fee structure: Percentage of AUM, Other
Client types: HNWI85.61%
Corporations / Businesses6.07%
Individuals4.04%
Other3.39%
Charitable Organizations0.88%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Philadelphia Partners Capital Management, LLC is a small, owner-operated investment adviser and capital allocator that serves both high-net-worth individuals/families and institutional clients. The firm is organized as a limited liability company and has been SEC-registered since 2018. Its advisory work centers on discretionary portfolio management for individuals, small businesses and institutions, and it also provides manager selection services, which indicates active use of third-party subadvisers and fund managers. The firm operates with multiple business lines: it functions as a registered representative of a broker-dealer and as an insurance broker in addition to its advisory practice. That mix suggests clients can receive integrated solutions that pair investment management with brokerage and insurance products. Philadelphia Partners is not an active ESG investor and is classified as a capital allocator, meaning it routes client capital into both public market strategies and external alternative managers.