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| Keyboard |
| Philadelphia Partners Capital Management LLC
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|---|---|
| CRD # | 294016 |
| SEC # | 801-112861 |
| CIK # | |
| AUM | 61.2 M (2026-03-31) |
| 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) | 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 |
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|---|---|---|
|
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CT | 64.4 M |
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NY | 64.3 M |
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NC | 63.7 M |
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|
NorthStar Financial Advisors LLC
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62.4 M | |
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TN | 62.3 M |
|
CWM Partners LLC
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59.8 M | |
|
Alsari Wealth Management Global Advisors LLC
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|
CA | 59.2 M |
|
Helianth Investment Management LLC
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|
NY | 58.4 M |
|
Mutual Trust Asset Mgmt Inc
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|
FL | 58.4 M |