Overview
Assets Under Management: $61 million
Headquarters: BALA CYNWYD, PA
High-Net-Worth Clients: 44
Average Client Assets: $1.2 million
Frequently Asked Questions
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #294016), PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC is headquartered in BALA CYNWYD, PA.
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC serves 44 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC manages $61 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.61%
Average Client Assets: $1.2 million
Total Client Accounts: 143
Discretionary Accounts: 138
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 294016
Filing ID: 2089606
Last Filing Date: 2026-03-31 15:11:13