Philadelphia Partners Capital Management is a registered investment advisor based in Bala Cynwyd, Pennsylvania, offering personalized investment management services on a continuous and discretionary basis. Philadelphia Partners specializes in building equity portfolios centered around large-cap growth stocks—focusing on liquidity, income, predictable earnings, and dividend growth—while also accommodating fixed income and other asset classes based on client goals and risk tolerance. The firm primarily serves high-net-worth individuals, families, pension plans, trusts, estates, and charitable organizations. In addition to direct portfolio management, Philadelphia Partners can help coordinate third-party managers when appropriate. The investment approach emphasizes fundamental analysis, long-term growth, and tax efficiency, working closely with clients to tailor portfolios around specific restrictions or objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees for accounts over $15 million are negotiable. Fixed income only accounts have a separate schedule: 0.5% for the first $5 million and negotiable thereafter.