Penn Capital Management Company Review

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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 22 advisors. Penn Capital Management Company manages $2.9 billion and provides investment advisory services for 2,754 clients (1:126 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Avg Account Balance $1,036,413
Hybrid Advisor No
Disciplinary History No
Total AUM $2.9 billion
Advisor / Client Ratio 1:126
Headquarters Philadelphia, PA
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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