A complete list of active advisors currently associated with Philadelphia Partners Capital Management, LLC

Warmer can help you find a great advisor at Philadelphia Partners Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Philadelphia Partners Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.