PENN CAPITAL MANAGEMENT COMPANY, LLC

CRD 105081 · SEC 801-31452

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3025 JOHN F. KENNEDY BLVD, SUITE 270, PHILADELPHIA, PA, 19104, United States

Phone

215-302-1500

Fax

215-468-1720

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.94B

Discretionary AUM

$1.46B

Team

16 total employees; 12 advisory reps; 642 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	60	$30.5M
Investment companies	2	$96.8M
Pooled investment vehicles	2	$89.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD