Penn Capital Management Company, LLC
● SEC registered since 1988CRD 105081SEC# 801-31452Philadelphia, PA
Reg. AUM
$1.94B
Employees
16
Accounts
602
Location
Philadelphia, PA
Penn Capital Management Company, LLC assets under management
Penn Capital Management Company, LLC is an investment advisory firm registered with the SEC based in Philadelphia, PA. The firm has been registered since 1988. It reports $1.9 billion in regulatory assets under management and employs 16 people.
Penn Capital Management Company, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Jon Green Control | Chief Investment Officer - Senior Portfolio Manager | 10-25% | 2019 |
| Joseph C Maguire Control | Director Of Research, Senior Portfolio Manager | 5-10% | 2019 |
| Martin P Keane | Chief Compliance Officer | Under 5% | 2024 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Penn Capital Management Company, LLC manage?
Penn Capital Management Company, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Penn Capital Management Company, LLC have?
Penn Capital Management Company, LLC reports 16 employees.
Where is Penn Capital Management Company, LLC located?
Penn Capital Management Company, LLC is based in Philadelphia, PA and has been SEC-registered since 1988.
Does Penn Capital Management Company, LLC disclose fund performance?
Penn Capital Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3025 John F. Kennedy Blvd, Suite 270, Philadelphia, PA 19104 |
| Phone | 215-302-1500 |
| Fax | 215-468-1720 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1158202 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.94B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.94Bregulatory AUM
Discretionary $1.46BNon-discretionary $477.5M