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Schuylkill Capital Management, LLC (Philadelphia)


Schuylkill Capital Management, LLC is an adviser based in Philadelphia. It manages $45.34 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New Jersey, Pennsylvania, and Texas.

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Schuylkill Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schuylkill Capital Management: assets under management

The assets under management (AUM) of Schuylkill Capital Management, LLC is $45.34 million. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.75 million in discretionary accounts and $30.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $776.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $805.18 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schuylkill Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
James William Lewis General partner 1 Jun 1995 75% - 100% 308692
James William Lewis Member 1 Mar 2002 75% - 100% 308692

Based in Philadelphia

The principal office where Schuylkill Capital Management, LLC performs its advisory services is located at 1629 Locust Street, Philadelphia, PA 19103, 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 215-735-0299 or by fax 215-735-3545. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.schuylkillcap.com.


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