Philadelphia Partners Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,884,587
Clients
80
Advisors
3
of 3 employees
About
Philadelphia Partners Capital Management provides discretionary investment management to a range of client types, including individuals (both high‑net‑worth and non‑HNW), pension and profit‑sharing plans, trusts, estates, charitable organizations, small businesses, foundations and institutions. Services include continuous portfolio monitoring, rebalancing and the option to select and coordinate unaffiliated third‑party managers for portions of client portfolios.
The firm’s investment approach centers on fundamental analysis with an equity emphasis on large‑cap growth while reserving the flexibility to use small‑ and mid‑cap names when appropriate; it routinely uses mutual funds and ETFs, treats cash as an asset class, and highlights tax considerations in portfolio construction. Accounts are managed under discretionary authority and advisory compensation is asset‑based (percentage‑of‑AUM), with householding of related accounts used to determine fee breakpoints.
Distinctive features in the brochure include the firm’s dual relationship with Chapin, Davis — its personnel are registered representatives of that broker‑dealer and Philadelphia Partners acts as a relying adviser to Chapin Davis Asset Management for certain compliance and administrative functions — and the disclosure that the firm may receive additional compensation (such as sales credits) for products offered through that broker‑dealer. The brochure also notes the firm handles institutional and charitable clients and describes custody and sweep arrangements, and it does not describe the firm acting as or advising private funds.
Client services
Expertise
Fee options
$0 - $2 Million: 1.5% $2 Million - $5 Million: 1.25% $5 Million - $15 Million: 0.75% $15 Million+: Negotiable
Supervised persons dually licensed as registered representatives may receive separate compensation from broker-dealer securities transactions, which is in addition to advisory fees.
Account minimum: $1,000,000 Fee-only: Fee only, no commissions or other fees from Philadelphia Partners; clients pay advisory fees based on assets under management.
Main office
2 Bala Plaza Suite 604
Bala Cynwyd PA 19004
Advisors at this office
3
Most active in
Florida · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael G
Series 63, Series 65
Bala Cynwyd, PA
Philadelphia Partners Capital Management, LLC
Michael Galantino is the managing member of Philadelphia Partners Capital Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boenning & Scattergood Inc and Chapin Davis, Inc. Galantino is also involved in insurance sales through Chapin Davis Insurance, Inc., focusing on variable and fixed insurance products. Philadelphia Partners Capital Management provides discretionary investment management to individuals, pension plans, trusts, charitable organizations, and institutions. The firm emphasizes fundamental analysis with a focus on large-cap growth equities while incorporating small- and mid-cap selections, mutual funds, and ETFs, managing accounts under discretionary authority.
Howard T
Bala Cynwyd, PA
Philadelphia Partners Capital Management, LLC
Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.
Carol S
Series 63
Bala Cynwyd, PA
Philadelphia Partners Capital Management, LLC
Carol Scicchitano is a financial advisor with Philadelphia Partners Capital Management, LLC, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Boenning & Scattergood Inc., CV Brokerage, Inc., and Chapin Davis Investments prior to her current role. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on fundamental analysis with an emphasis on large-cap growth equities, while incorporating mutual funds, ETFs, and tax considerations in portfolio construction.
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