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PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
CRD 294016 · SEC 801-112861
2 BALA PLAZA SUITE 604, BALA CYNWYD, PA, 19004, United States
Phone
215-564-5750
Fax
215-689-3614
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$61.2M
Discretionary AUM
$59.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $2.5M |
| High net worth individuals | 44 | $52.4M |
| Charitable organizations | 1 | $541K |
| Corporations/business entities | 1 | $3.7M |
States served
NJ, PA, FL
Official SEC filing: View on IAPD