PhiladeLPhia International Advisors LP (Philadelphia)


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.