Philadelphia Partners Capital Management, LLC
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Overview
Philadelphia Partners Capital Management, LLC operates as an advisory firm that has its headquarters in Baltimore, Maryland. It administers $53.5 million in assets under management over 128 client accounts. It has a small group, including 2 financial advisors. Philadelphia Partners Capital Management, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as equities, bonds and options.
Philadelphia Partners Capital Management, LLC oversees 124 of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction choices without requiring the client's consent. Philadelphia Partners Capital Management, LLC also oversees four non-discretionary accounts totaling $2.5 million in assets under management. Philadelphia Partners Capital Management, LLC manages about $417,643 in assets for each account. An average advisor at Philadelphia Partners Capital Management, LLC administers about 64 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is located at 1411 Clarksview Road, Baltimore, Maryland 21209. Philadelphia Partners Capital Management, LLC is permitted to serve investors in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Philadelphia Partners Capital Management, LLC by the Numbers
$53.5 million
2
128
$417.6 thousand
Products and Services
Philadelphia Partners Capital Management, LLC provides a number of financial services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Notably, the firm did not provide financial planning services to any of its customers in the prior financial year. The firm is not engaged in selling products or offering services aside from investment advisory services to its investment advisory accounts. Philadelphia Partners Capital Management, LLC is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees depend on which services are provided. However, fee types billed by the company likely include the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Philadelphia Partners Capital Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm works with a broad range of investors. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations and other. Out of its 128 clients, Philadelphia Partners Capital Management, LLC's largest client type by number of accounts is retail investors, but it also serves 29 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 37.18%
- Other Individuals - 55.13%
- Corporations - 6.41%
- Charitable Organizations - 1.28%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Philadelphia Partners Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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