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PENBROOK MANAGEMENT LLC
NEW YORK, NY
212-792-6952
SEC #801-63460Total AUM
$175.4M
Employees
4Clients
81Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
880 THIRD AVENUE
16TH FLOOR
NEW YORK
NY 10022
United States
16TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-792-6952
Other Offices
2
Financials
Total AUM
$175.4M
Accounts
168Discretionary
$175.4M
Accounts
168Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
37AUM
$9M
HNW Individual Clients
37AUM
$138.5M
Pooled Vehicle Clients
1AUM
$9.3M
Pension/Profit Sharing Plan Clients
1AUM
$4.1M
Charitable Organization Clients
3AUM
$9.6M
Corporation or Business Clients
2AUM
$4.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
CACTFLMANJNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.