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PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

BALA CYNWYD, PA · CRD 294016 · IAPD ↗ · 215-564-5750

$61.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2025 — PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC notice-filed in FL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($47.9M -> $61.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
June 2024 — PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC moved its main office from BALTIMORE, MD to BALA CYNWYD, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC moved its main office from BALA CYNWYD, PA to BALTIMORE, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.