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Building 2PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Map pinBALA CYNWYD, PA
Phone215-564-5750
NotebookSEC #801-112861
Total AUM
$61.2M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 BALA PLAZA SUITE 604
BALA CYNWYD
PA 19004
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
215-564-5750
Other Offices
1

ReceiptFinancials

Total AUM
$61.2M
Accounts
143
Discretionary
$59.2M
Accounts
138
Non-Discretionary
$2M
Accounts
5

ContactClients

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Individual Clients
36
AUM
$2.5M
HNW Individual Clients
44
AUM
$52.4M
Charitable Organization Clients
1
AUM
$541K
Corporation or Business Clients
1
AUM
$3.7M
Other Clients
7
AUM
$2.1M
Description of Other Clients
MONEY MARKET DONOR FUNDPRIVATE EQUITY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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