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PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
CRD 294016File 801-112861
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$61.2M
Bottom 25% of cohort (national)
Discretionary AUM
$59.2M
Non-discretionary $2.0M
Clients
82
143 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 16, 2018
- Principal office
- 2 BALA PLAZA SUITE 604, BALA CYNWYD, PA, 19004
- Phone
- 215-564-5750
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $61.2M
- Discretionary AUM
- $59.2M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 138
- Non-discretionary accounts
- 5
- Total accounts
- 143
- AUM per client
- $747K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.7M |
| Charitable organizations | Fewer than 5 | $541K |
| High net worth individuals | 44 | $52.4M |
| Individuals (other than high net worth individuals) | 36 | $2.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 89 | 82 | decreased by7 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 68 | 89 | increased by21 |
| Apr 1, 2026 | AUM | $61,283,290 | $61,220,242 | decreased by$63,048 |
| Apr 1, 2026 | Accounts | 145 | 143 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 68 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $59,565,948 | $61,283,290 | increased by$1,717,342 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 128 | 145 | increased by17 |
| Apr 1, 2022 | Clients | 62 | 79 | increased by17 |
| Apr 1, 2022 | AUM | $47,413,809 | $59,565,948 | increased by$12,152,139 |
| Apr 1, 2022 | Accounts | 115 | 128 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PHILADELPHIA PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PHILADELPHIA PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.