PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
Adviser information for PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 60 | $47.9M |
| Non-Discretionary | 2 | $70,422 |
| Total | 62 | $47.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 40 | $6.4M |
| HNW Individuals | 19 | $38.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $396,568 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.9M |
| Other | <5 | $70,422 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMCONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-112861 |
|---|---|
| SEC ERA File Number | 801-112861 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 294016 |
| Legal Entity Identifier | None |
Principal Office
1411 CLARKSVIEW RDBALTIMORE
MD
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 215-564-5750, Fax: 215-689-3614
Chief Compliance Officer
CAROL SCICCHITANO
SR. VICE PRESIDENT & CCO
2 BALA PLAZA
SUITE 604
BALA CYNWYD
PA
United States
Tel:
215-564-5750
Fax:
215-689-3614
C***********@*****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL GALANTINO
OWNER, MANAGING MEMBER
2 BALA PLAZA
SUITE 604
BALA CYNWYD
PA
United States
Tel:
215-564-5750
Fax:
215-689-3614
M*********@*****************M
(Full email address available in API data)
Industry Affiliates
| CHAPIN DAVIS ASSET MANAGEMENT | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GALANTINO, MICHAEL, ANTHONY | Individual | – | OWNER, MANAGING MEMBER | 04/2018 | > 75% |
| SCICCHITANO, CAROL | Individual | – | SR. VICE PRESIDENT, CCO | 03/2023 | < 5% |