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| Happy Holidays!! thanks for using AUM13F!! |
| Philadelphia Partners Capital Management LLC
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| CRD # | 294016 |
| SEC # | 801-112861 |
| CIK # | |
| AUM | $61.3 M (2025-03-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 215-564-5750 |
| Address | 2 Bala Plaza Suite 604 Bala Cynwyd, PA 19004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 6.8 |
| (b) Individuals (high net worth individuals) | 24 | 50.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.5 |
| (n) Other | 2 | 0.0 |
| Total | 145 | 61.3 |
| By Discretionary | ||
| Discretionary | 143 | 61.3 |
| Non-Discretionary | 2 | 0.0 |
| Total | 145 | 61.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 60.4 | |
| Total | 145 | 61.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Wealthfd LLC
✚
|
PA | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Steward Advisors Group LLC
✚
|
NY | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
Hayden Capital LLC
✚
|
CA | 0.1 |
|
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |
|
Messina Wealth Management LLC
✚
|
TX | 0.1 |
|
Target Rock Wealth Management LLC
✚
|
NY | 0.1 |
|
Stylus Capital LLC
✚
|
0.1 |