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Penn Capital Management Company, LLC

Headquartered in PHILADELPHIA, PA

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Firm Information

Penn Capital Management Company, LLC is a Pennsylvania-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Penn Capital Management Company, LLC also offers a wrap fee program.

Penn Capital Management Company, LLC

1200 INTREPID AVENUE

PHILADELPHIA, PA 19112

$1.70B

Assets Under Management

724

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

PENN CAPITAL MANAGEMENT COMPANY, LLC has a total of 1 branch locations across the country.

Advisors at Penn Capital Management Company, LLC

View All 1 Advisors

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Disclosures

There are no public disclosures for Penn Capital Management Company, LLC.

Frequently Asked Questions (6)

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