PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

Overview

Pennyfarthing Investment Management, L.L.C. is an independent, owner-operated registered investment adviser that serves individual and family clients, as well as small businesses and institutional accounts. The firm runs fee-based relationships (percentage of AUM) alongside hourly engagement options and offers comprehensive financial planning and portfolio management services. Investment preference skews toward publicly traded equities, with a meaningful allocation to exchange-traded vehicles for core exposure and liquidity. Pennyfarthing identifies as an active ESG investor and incorporates environmental, social and governance considerations into its security selection and portfolio construction. The firm does not operate as a capital allocator; instead it supplements public market strategies with third-party-managed alternative funds when appropriate. Its client footprint is relatively concentrated, which supports a higher-touch advisory model and bespoke portfolio decisions for each household or business relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices