PENN CAPITAL MANAGEMENT COMPANY, LLC

1200 Intrepid Avenue
Suite 400
Philadelphia, Pennsylvania 19112
Tel: 215-302-1500

About PENN CAPITAL MANAGEMENT COMPANY, LLC

PENN CAPITAL MANAGEMENT COMPANY, LLC, formally registered with the SEC as PENN CAPITAL MANAGEMENT COMPANY, LLC. The firm was established in 02/12/1988. They have over 1 offices throughout the country.

PENN CAPITAL MANAGEMENT COMPANY, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $1,696,319,712 assets under management, offering retirement planning & investment advisory services to 934 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105081
SEC#	801-31452
Assets Managed by Firm	$1,696,319,712
No. of Clients	934
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	934	$1,696,319,712
Individuals (other than high net worth individuals)	182	$106,988,915
Pension and profit sharing plans	6	$92,536,478
Charitable organizations	4	$142,876,983
Corporations or other businesses	3	$16,644,345

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