RADNOR CAPITAL MANAGEMENT, LLC
Adviser information for RADNOR CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 25th, 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 | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 405 | $709.3M |
| Non-Discretionary | 0 | $0 |
| Total | 405 | $709.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 161 | $353.3M |
| HNW Individuals | 13 | $343.9M |
| 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 | $10.0M |
| 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 | $2.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
38 WEST AVENUEWAYNE
PA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: (610) 674-0400, Fax: (484) 427-5145
Chief Compliance Officer
MARY ELLEN GILROY
38 WEST AVENUE
WAYNE
PA
United States
Tel:
(484) 584-4882
Fax:
(484) 427-5145
M******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PYLE, DOUGLAS, H | Individual | – | PARTNER / MANAGING MEMEBER | 10/2011 | 25-50% |
| ARCHER, PIERCE | Individual | – | PARTNER / MANAGING MEMBER | 09/2012 | 50-75% |
| GILROY, MARY ELLEN | Individual | – | CCO | 08/2021 | < 5% |