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firm profile

Philadelphia Partners Capital Management, LLC

RIA Bala Cynwyd, PA CRD 294016 Last verified October 2026

Overview

Philadelphia Partners Capital Management, LLC is an SEC registered investment adviser based in Bala Cynwyd, PA, registered since 2018. It reports $61.2M in assets under management across 143 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM
$61.2M
Discretionary
97%
Accounts
143
Average account
$428K
Employees
2
Advisory reps
2
Registered since
2018
Jurisdictions
3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Other clients
Fee structure
Other Fees and Percentage of Assets

Executive officers 2 of 2

Advisory reps 2 of 2

Location

Headquarters
2 Bala Plz Ste 604
Bala Cynwyd, PA 19004
County
Montgomery
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Region
Northeast

Registrations

  • SEC registered
  • Registered in 3 jurisdictions

Every state, with registration dates

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