PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
B59
CRD 294016·SEC 801-112861·BALA CYNWYD, PA
AUM
$61.2M
$25M-$100M
Est. Revenue
$612K
@ 1% on AUM
Est. EBITDA
$184K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $28.5M
'21 · $37.7M
'22 · $47.4M
'23 · $59.6M
'25 · $61.3M
'26 · $61.2M
'20'26
$28.5M → $61.2M▲ +115%
Client mix
| Individuals High Net Worth | 44 |
| Individuals Other | 36 |
| Other | 7 |
| Charitable Organizations | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.