PHILADELPHUS CAPITAL
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- US Government Bonds1%
Contacts
1 of 1peter strzelecki
Managing MemberCRD 5952886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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