PHILADELPHUS CAPITAL

RIASEC Registered
Total AUM
$7.1M
Discretionary
$7.1M
100% of AUM
Avg account
$707K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
MISSION VIEJO, California
CRD number
336140
Fee structure
Percentage of AUM
Client types
  • HNWI91.12%
  • Individuals8.88%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Philadelphus Capital is a small, privately held limited liability company that provides portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges fees as a percentage of assets under management. According to regulatory filings, it is not registered as a multi-state adviser, is not an active ESG investor, and does not present itself as a capital allocator or pension consultant. The firm’s classification is listed as unclassified and the year of SEC registration is not provided.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, US Government Bonds 1%99%
  • Exchange Traded Equities99%
  • US Government Bonds1%

Contacts

1 of 1
  • peter strzelecki

    Managing MemberCRD 5952886

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MISSION VIEJO, CA

ORANGE

Location

MISSION VIEJO, CA

Headquartered in MISSION VIEJO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
26271 Ganiza
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth