Penn Capital Management Company Review


Trust Score 96%
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Penn Capital Management Company, federally registered in 1988, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 23 advisors. Penn Capital Management Company manages $4.2 billion and provides investment advisory services for 2,005 clients (1:88 advisor/client ratio).

Fees may vary. Please contact adviser.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 31 years

Considerations


  • There is only one licensed advisor for every 88 clients (industry average 1:50)
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact adviser.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $2,118,805
Hybrid Advisor No
Disciplinary History No
Total AUM $4.2 billion
Advisor / Client Ratio 1:88
Headquarters Philadelphia, PA
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