Penn Capital Management Company manages investments primarily for institutions and high-net-worth individuals. Penn Capital's approach involves analyzing a company’s entire capital structure to find investment opportunities. Penn Capital offers investment advisory services through registered mutual funds, separately managed accounts, and wrap fee programs.
Assets Under Management$1.6B
Clients724
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$1.6B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Penn Capital's investment management fees for separately managed accounts typically range from 0.30% to 1.25% per year, depending on the specific investment strategy. Fee discounts may be available based on the total amount you invest with Penn Capital. Fees are usually calculated and paid quarterly based on the market value of the account.
Loading...