AUMdb
PP

Philadelphia Partners Capital Management, Llc

SEC-registered Insurance-Affiliated · Boutique (under $100M) CRD 294016 · SEC file 801-112861 · Bala Cynwyd, PA
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$61.2M
Discretionary
$59.2M
Clients
89
Avg AUM / client
$688K
Accounts
143
Employees
2

AUM over time

$0 $294M
Dec 2017 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 36 $2.5M 4.04%
High net worth individuals 44 $52.4M 85.6%
Charitable organizations 1 $541K 0.88%
Corporations and other businesses 1 $3.7M 6.07%
Other 7 $2.1M 3.39%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Michael Anthony Galantino Owner, Managing Member Apr 2018 (8y) 75% or more
Carol Scicchitano Sr. Vice President, Cco Oct 2018 (8y) Less than 5%
Howard Albert Trauger Registered representative Mar 2026 (0y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.15 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Other fees
  • CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗