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Current Employers
Philadelphia Partners Capital Management, Llc

2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-12
  • PA RA
    APPROVED
    Since 2026-03-12

Branch Locations

2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carnegie Investment Counsel Philadlephia PA 10/2015 07/2024
Philadelphia Partners Capital Management Philadelphia PA 02/2026 Present
Unemployed Philadelphia PA 08/2024 01/2026
  • 10/2015 → 07/2024
    Philadlephia, PA
  • 02/2026 → Present
    Philadelphia Partners Capital Management
    Philadelphia, PA
  • 08/2024 → 01/2026
    Unemployed
    Philadelphia, PA
Previous Registrations
  • 2015-10-19 → 2024-07-01
    Philadlephia, PA
    Pepper Pike, OH
  • 1991-02-19 → 2015-10-08
    Schuylkill Capital Management, Llc
    Philadelphia, PA

View on SEC IAPD

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