PhiladeLPhia International Advisors LP (Philadelphia)

Name: PhiladeLPhia International Advisors LP
Address: 1650 Arch Street, Philadelphia, PA, 19103 2029
Telephone: 215-419-6090

PhiladeLPhia International Advisors LP is a large advisory firm based in Philadelphia. It manages $1.7 billion of regulatory assets for 555 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

PhiladeLPhia International Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

PhiladeLPhia International Advisors: assets under management

The assets under management (AUM) of PhiladeLPhia International Advisors LP is $1.7 billion. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.47 billion in discretionary accounts and $232.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.81 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.51 million.

PhiladeLPhia International Advisors has custody of $158.37 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay PhiladeLPhia International Advisors LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at PhiladeLPhia International Advisors LP

Andrew Bevan Williams has been acting as President since 1 Jan 2002. Amy Lee Lieb joined the executive team most recently as the Director Of Finance & Human Resoucres.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philadelphia International Partners Lp	General partner	1 Sep 2001	75% - 100%	23-3095936
Na The Glenmede Trust Company	Limited partner	1 Jan 2002	25% - 50%	23-1512117
Andrew Bevan Williams	President	1 Jan 2002	Other	4370992
Kent E. Weaver	Chief compliance officer	1 Jan 2002	Other	5033903
The Glenmede Trust Company	Limited partner	1 Jan 2002	75% - 100%	23-1512117
James Sergius Lobb	Managing director	1 Jan 2002	Other	1032348
Amy Lee Lieb	Director of finance & human resoucres	1 Dec 2006	Other	2029877

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Glenmede Corporation	Sole shareholder	1 Jun 2000	75% - 100%	22-2228772
Ab Williams Company Llc	General partner	1 Sep 2001	Other	23-3095931
Andrew Bevan Williams	Limited partner	1 Sep 2001	25% - 50%	4370992
James Sergius Lobb	Limited partner	1 Sep 2001	25% - 50%	1032348

Based in Philadelphia

The principal office where PhiladeLPhia International Advisors LP performs its advisory services is located at 1650 Arch Street, Philadelphia, PA 19103 2029, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-419-6090 or by fax 215-419-6674. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at piadvisors.net.