PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
CRD #294016 SEC #801-112861 BALA CYNWYD, PA 215-564-5750
SEC Registered
Total AUM
$61.3M
Discretionary
$61.3M
Employees
2
Clients
0
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $61.3M | $61.3M | $1.8K | 2 | 0 |
| Mar 2025 | $61.3M | $61.3M | $1.8K | 2 | 0 |
| May 2024 | $47.9M | $47.9M | $70.4K | 2 | 0 |
| Mar 2024 | $47.9M | $47.9M | $70.4K | 2 | 0 |
| Mar 2024 | $47.9M | $47.9M | $70.4K | 2 | 0 |
| Jul 2023 | $53.5M | $50.9M | $2.5M | 2 | 5 |
| May 2023 | $53.5M | $50.9M | $2.5M | 2 | 5 |
| May 2023 | $53.5M | $50.9M | $2.5M | 2 | 5 |
| Mar 2023 | $53.5M | $50.9M | $2.5M | 2 | 5 |
| Jan 2023 | $59.6M | $56.7M | $2.8M | 2 | 5 |
| Mar 2022 | $59.6M | $56.7M | $2.8M | 2 | 5 |
| Mar 2022 | $59.6M | $56.7M | $2.8M | 2 | 5 |
| Mar 2021 | $47.4M | $44.9M | $2.5M | 2 | 57 |
| Jun 2020 | $37.7M | $35.6M | $2.1M | 2 | 0 |
| Jun 2020 | $37.7M | $35.6M | $2.1M | 2 | 0 |
| Jun 2019 | $28.5M | $28.5M | $0 | 2 | 0 |
| Mar 2019 | $28.5M | $28.5M | $0 | 2 | 0 |
| Aug 2018 | $294M | $286.1M | $7.8M | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 1 | 0 |
| May 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$1.8K
Employees2
Clients0
DateMar 2025
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$1.8K
Employees2
Clients0
DateMay 2024
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$70.4K
Employees2
Clients0
DateMar 2024
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$70.4K
Employees2
Clients0
DateMar 2024
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$70.4K
Employees2
Clients0
DateJul 2023
Total AUM$53.5M
Discretionary$50.9M
Non-Disc.$2.5M
Employees2
Clients5
DateMay 2023
Total AUM$53.5M
Discretionary$50.9M
Non-Disc.$2.5M
Employees2
Clients5
DateMay 2023
Total AUM$53.5M
Discretionary$50.9M
Non-Disc.$2.5M
Employees2
Clients5
DateMar 2023
Total AUM$53.5M
Discretionary$50.9M
Non-Disc.$2.5M
Employees2
Clients5
DateJan 2023
Total AUM$59.6M
Discretionary$56.7M
Non-Disc.$2.8M
Employees2
Clients5
DateMar 2022
Total AUM$59.6M
Discretionary$56.7M
Non-Disc.$2.8M
Employees2
Clients5
DateMar 2022
Total AUM$59.6M
Discretionary$56.7M
Non-Disc.$2.8M
Employees2
Clients5
DateMar 2021
Total AUM$47.4M
Discretionary$44.9M
Non-Disc.$2.5M
Employees2
Clients57
DateJun 2020
Total AUM$37.7M
Discretionary$35.6M
Non-Disc.$2.1M
Employees2
Clients0
DateJun 2020
Total AUM$37.7M
Discretionary$35.6M
Non-Disc.$2.1M
Employees2
Clients0
DateJun 2019
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$294M
Discretionary$286.1M
Non-Disc.$7.8M
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0