BALA CYNWYD, PACRD 294016Latest ADV March 31, 2026
Philadelphia Partners Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bala Cynwyd, PA. Its latest Form ADV filing, dated March 31, 2026, reports $61M in regulatory assets under management, 2 employees, 1 office, and 143 accounts.
Assets Under Management
$61M
Employees
2
Offices
1 office
Total Clients
89
Primary office
BALA CYNWYD, PA
2 BALA PLAZA SUITE 604, BALA CYNWYD, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
44
2
Individuals
40.4%
36
3
MONEY MARKET DONOR FUNDPRIVATE EQUITY
7.9%
7
4
Charitable
1.1%
1
5
Corporations
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$61Mas of March 31, 2026
Discretionary96.7%
$59M
97% of total RAUM96.7%
Non-discretionary3.3%
$2M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$61M
Total Accounts143
10Y AUM Change+$61M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee45:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.