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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 89 | 82 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.