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Building 2PENN CAPITAL MANAGEMENT COMPANY, LLC

Map pinPHILADELPHIA, PA
Phone215-302-1500
NotebookSEC #801-31452
Total AUM
$1.9B
Employees
16
Clients
636

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3025 JOHN F. KENNEDY BLVD
SUITE 270
PHILADELPHIA
PA 19104
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
215-302-1500

ReceiptFinancials

Total AUM
$1.9B
Accounts
602
Discretionary
$1.5B
Accounts
35
Non-Discretionary
$477.5M
Accounts
567

ContactClients

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Individual Clients
60
AUM
$30.5M
Investment Company Clients
2
AUM
$96.8M
Pooled Vehicle Clients
2
AUM
$89.3M
Pension/Profit Sharing Plan Clients
1
AUM
$87.6M
Charitable Organization Clients
1
AUM
$121.4M
Government Entity Clients
1
AUM
$993.6M
Insurance Company Clients
1
AUM
$26.7M
Corporation or Business Clients
1
AUM
$16.2M
Other Clients
567
AUM
$477.5M
Description of Other Clients
NON-DISCRETIONARY CLIENTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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