Wealth manager, independent · Bala Cynwyd, PA
Philadelphia Partners Capital Management, LLC
SEC-registered investment adviser · CRD 294016 · SEC 801-112861
At a glance
Philadelphia Partners Capital Management, LLC is an SEC-registered investment adviser based in Bala Cynwyd, Pennsylvania, with $61 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 80 individual clients. By Form ADV it is a wealth manager, ranked 8,490th of 8,915 wealth managers and 15,796th of 17,210 SEC-registered advisers by assets.
Main office 215-564-5750As filed on Form ADV
- Regulatory AUM
- $61M
- Rank among wealth managers
- #8,490 of 8,915
- Rank among all SEC RIAs
- #15,796 of 17,210
- Rank in Pennsylvania
- #540 of 564
- Individual clients
- 80
- High-net-worth clients
- 44
- Accounts
- 143
- Discretionary
- 97% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Michael Anthony GalantinoOwner, Managing Member
- Carol ScicchitanoSR. Vice President, CCO
Custody and brokerage
Custodian
Philadelphia Partners Capital Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Philadelphia Partners Capital Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Chapin Davis, Inc.
- Chapin Davis, Inc ↗CRD 28116
Its Form ADV brochure (filed March 2026) names Chapin Davis as the broker-dealer its advisers are registered with.
t Advisory Representatives of Philadelphia Partners are dually licensed as investment advisory representatives and registered representatives of Chapin, Davis, a Securities and Exchange Commission registered and FINRA member broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 44 | $52M | 86% |
| Corporations or other businesses | 1 | $4M | 6% |
| Individuals | 36 | $2M | 4% |
| Other | 7 | $2M | 3% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
Philadelphia Partners Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Philadelphia Partners Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,598 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Philadelphia Partners Capital Management, LLC manage?
Philadelphia Partners Capital Management, LLC reports $61 million in regulatory assets under management across 143 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Philadelphia Partners Capital Management, LLC?
Philadelphia Partners Capital Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Philadelphia Partners Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($52 million, 44 clients); corporations or other businesses ($4 million, 1 clients); individuals ($2 million, 36 clients).
Does Philadelphia Partners Capital Management, LLC have any disciplinary history?
Philadelphia Partners Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Philadelphia Partners Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →