|
⚲
|
| Keyboard |
| Philadelphia Partners Capital Management LLC
✚
|
|
|---|---|
| CRD # | 294016 |
| SEC # | 801-112861 |
| CIK # | |
| AUM | 61.2 M (2026-03-31) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-564-5750 |
| Address | 2 Bala Plaza Suite 604 Bala Cynwyd, PA 19004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/18/2026) [Brochure] |
|---|
Item 7 – Types of Clients Philadelphia Partners offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, foundations, institutions and other retirement plans. We require a minimum dollar amount of $1,000,000 to open and maintain an advisory account. The minimum amount may be waived under certain circumstances (such as householding of accounts); however, we have the right to terminate your account if it becomes too small to effectively manage. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 2.5 |
| (b) Individuals (high net worth individuals) | 44 | 52.4 |
| (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 | 0.5 |
| (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 | 3.7 |
| (n) Other | 7 | 2.1 |
| Total | 143 | 61.2 |
| By Discretionary | ||
| Discretionary | 138 | 59.2 |
| Non-Discretionary | 5 | 2.0 |
| Total | 143 | 61.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 60.5 | |
| Total | 143 | 61.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Achieve Retirement & Wealth Management LLC
✚
|
CT | 64.4 M |
|
Hudson View Advisors LLC
✚
|
NY | 64.3 M |
|
SLP Wealth LLC
✚
|
NC | 63.7 M |
|
Leslie Marie Giordano
✚
|
NY | 62.6 M |
|
NorthStar Financial Advisors LLC
✚
|
62.4 M | |
|
Truehaven Capital LLC
✚
|
TN | 62.3 M |
|
CWM Partners LLC
✚
|
59.8 M | |
|
Alsari Wealth Management Global Advisors LLC
✚
|
CA | 59.2 M |
|
Helianth Investment Management LLC
✚
|
NY | 58.4 M |
|
Mutual Trust Asset Mgmt Inc
✚
|
FL | 58.4 M |