Case featuring financial entities in dispute over $21K going to pre-trial conference later this year

By Nicholas Malfitano | May 3, 2018

PHILADELPHIA – A lawsuit pitting a local accounting office against an investment fund firm based in Delaware and a Paoli management firm over an outstanding cost of $21K for services rendered, has been set for a pre-trial conference in late summer, or potentially early autumn.

Per a case management order issued by Philadelphia County Court of Common Pleas Judge Lisette Shirdan-Harris on April 10, it directed that a pre-trial conference was scheduled subsequent to Sept. 4. Before that time, all counsel will file detailed pre-trial documentation prior to Aug. 4. However, no trial date has been set.

Citrin Cooperman & Company of Philadelphia initially filed suit in the Philadelphia County Court of Common Pleas on June 15, 2017, against A Palos Harbor Fund L.P. of Wilmington, Del. and St. Joseph Capital Management, LLC, of Paoli.

“On Feb. 27, 2016, defendants retained plaintiff to render professional accounting, tax and consulting services on their behalf. Pursuant to its Engagement [contract] by defendants and at defendants’ request, plaintiff, by and through its partners and employees, performed professional accounting, tax and consulting services on behalf of defendants from the time of its engagement through mid-June 2016. The professional services rendered by plaintiff were performed in a timely and competent fashion,” the lawsuit said.

According to the suit and detailed in a set of four monthly invoices sent to the defendants, the plaintiff’s billable amount is a total of $22,524.00 – while the defendants have only paid $900.00 of said amount, leaving an outstanding balance of $21,624.00.

Although the contract of Engagement contained a mediation/arbitration clause and the plaintiff filed for mediation sessions with the American Arbitration Association, the defendants allegedly refused to participate, thereby leading to the filing of the instant action.

The plaintiff added St. Joseph, as the general partner of defendant Palos, is liable for its partner’s business debts, including any award, verdict or judgment entered against Palos in this actions.

The plaintiff is seeking damages in the amount of $21,624.00, plus attorney’s fees, interest and costs of suit in this matter.

The plaintiff is represented by Mitchell L. Paul in Philadelphia.

The defendant is represented by Michael L. Galbraith of Galbraith Law, also in Philadelphia.

Philadelphia County Court of Common Pleas case 170601675

From the Pennsylvania Record: Reach Courts Reporter Nicholas Malfitano at

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