P
$61.2M Total AUM
$59.2M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-16-2018
- Office Locations
- 1
Office Locations
2 Bala Plaza Suite 604 Bala Cynwyd PA
About Philadelphia Partners Capital Management, LLC
Philadelphia Partners Capital Management, LLC is a Bala Cynwyd-based RIA. The firm has been operating for 8 years. Managing $61.2M in total assets under management, with 2 advisory representatives.
Team overview
77 AVG AGE
$30.6M AVG AUM / ADVISOR
$687.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL ANTHONY GALANTINO
DIRECTOR, Managing Member, Owner, President
- CRD
- #1277218
- Ownership
- 75% or more
Available
Available
Available
CAROL SCICCHITANO
Chief Compliance Officer, Leasing Consultant, Senior Vice President
- CRD
- #1703075
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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HOWARD ALBERT TRAUGER
Financial Advisor
- CRD
- #2108866
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,198,683 | $428,976 |
| Non-Discretionary | $2,021,559 | $404,312 |
| Total | $61,220,242 | $428,114 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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