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Philadelphia Partners Capital Management, LLC

Philadelphia Partners Capital Management, LLC. CRD 294016

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CRD: 294016

Philadelphia Partners Capital Management, LLC

(215) 564-5750
$61.2M Total AUM
$59.2M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
8 yrs Firm Age

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Firm 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.

Reported data analysis

What the numbers show

Between October 17, 2025 and March 31, 2026, reported AUM decreased 0.1%, from $61.3M to $61.2M.

Across 5 reported observations, AUM increased 2.8% between March 30, 2022 and March 31, 2026, from $59.6M to $61.2M.

Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.

The firm reports 2 advisory representatives and 89 clients, or 44.5 clients per representative. That equates to $687.9K in reported AUM per client.

The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

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

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Available data coverage

  • Asset Classes
  • Client Personas
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

MICHAEL ANTHONY GALANTINO

MICHAEL ANTHONY GALANTINO

DIRECTOR, Managing Member, Owner, President

CRD
#1277218
Ownership
75% or more
CAROL SCICCHITANO

CAROL SCICCHITANO

Chief Compliance Officer, Leasing Consultant, Senior Vice President

CRD
#1703075
Ownership
Less than 5%

Showing 2 of 2 owners & executives

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Contacts

HOWARD ALBERT TRAUGER

HOWARD ALBERT TRAUGER

Financial Advisor

CRD
#2108866

Showing 1 of 3 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
07-10-2023
05-07-2024
10-17-2025
03-31-2026
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

SMA allocation detail is available

Philadelphia Partners Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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