Penn Street Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 290278
- Website
- www.pennstreetcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.46%
- Charitable Organizations3.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Penn Street Capital Management LLC is a small, fee-based registered investment adviser that provides discretionary portfolio management primarily to individuals and families and to small business owners. The firm runs equity-first portfolios, allocating the bulk of client capital to exchange-traded instruments while supplementing with mutual funds as needed. Its business model centers on individualized asset management rather than institutional capital allocation or pension consulting. The adviser does not identify as an active ESG investor and operates within a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds13%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
David Fent
Chief Investment OfficerCRD 1732097
Contacts
1 of 1Mary Fent
MemberCRD 6863481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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