PENN CAPITAL MANAGEMENT COMPANY, LLC
CRD #105081 SEC #801-31452 PHILADELPHIA, PA 215-302-1500
SEC Registered
Total AUM
$1.6B
Discretionary
$1.3B
Employees
15
Clients
--
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.6B | $1.3B | $318.5M | 15 | 642 |
| Mar 2025 | $1.6B | $1.3B | $318.5M | 15 | 642 |
| Aug 2024 | $1.7B | $1.4B | $261.9M | 19 | 724 |
| Aug 2024 | $1.7B | $1.4B | $261.9M | 19 | 724 |
| Apr 2024 | $1.7B | $1.4B | $261.9M | 19 | 724 |
| Mar 2024 | $1.7B | $1.4B | $261.9M | 19 | 724 |
| Jan 2024 | $1.8B | $1.6B | $211.8M | 23 | 766 |
| Jun 2023 | $1.8B | $1.6B | $211.8M | 23 | 766 |
| Apr 2023 | $1.8B | $1.6B | $211.8M | 23 | 766 |
| Feb 2023 | $2.1B | $1.9B | $252.3M | 25 | 774 |
| May 2022 | $2.1B | $1.9B | $252.3M | 25 | 774 |
| Mar 2022 | $2.1B | $1.9B | $252.3M | 25 | 774 |
| Aug 2021 | $2.8B | $2.3B | $513.3M | 30 | 784 |
| Mar 2021 | $2.8B | $2.3B | $513.3M | 30 | 784 |
| Jun 2020 | $3B | $2.7B | $284.8M | 49 | 948 |
| Mar 2020 | $3B | $2.7B | $284.8M | 49 | 948 |
| Mar 2019 | $2.9B | $2.6B | $260M | 58 | 1,206 |
| Mar 2018 | $4.2B | $3.9B | $346.5M | 62 | 1,700 |
| Mar 2017 | $5.5B | $5.1B | $371.6M | 66 | 2,100 |
| Sep 2016 | $6.4B | $6.1B | $319.4M | 65 | 2,400 |
| Apr 2016 | $6.4B | $6.1B | $319.4M | 65 | 2,400 |
| Mar 2016 | $6.4B | $6.1B | $319.4M | 65 | 2,400 |
| Jun 2015 | $8.1B | $7.5B | $676.5M | 63 | 2,400 |
| Mar 2015 | $8.1B | $7.5B | $676.5M | 63 | 2,400 |
| Oct 2014 | $7.6B | $6.9B | $687.2M | 65 | 2,200 |
| Apr 2014 | $7.6B | $6.9B | $687.2M | 65 | 200 |
| Mar 2014 | $7.6B | $6.9B | $687.2M | 65 | 200 |
| Mar 2013 | $7.1B | $6.5B | $542M | 59 | 3,000 |
| Mar 2012 | $5.9B | $5.4B | $519.2M | 51 | 3,600 |
| Mar 2011 | $5.9B | $5.5B | $378M | 51 | -- |
| Jul 2009 | $2.8B | $2.8B | $0 | 51 | -- |
| Jan 2007 | $4.3B | $4.3B | $0 | -- | -- |
| Jan 2006 | $2.6B | $2.6B | $0 | -- | -- |
| Feb 2005 | $1.2B | $1.2B | $0 | -- | -- |
| Jan 2005 | $1.2B | $1.2B | $0 | -- | -- |
DateMay 2025
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$318.5M
Employees15
Clients642
DateMar 2025
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$318.5M
Employees15
Clients642
DateAug 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$261.9M
Employees19
Clients724
DateAug 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$261.9M
Employees19
Clients724
DateApr 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$261.9M
Employees19
Clients724
DateMar 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$261.9M
Employees19
Clients724
DateJan 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$211.8M
Employees23
Clients766
DateJun 2023
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$211.8M
Employees23
Clients766
DateApr 2023
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$211.8M
Employees23
Clients766
DateFeb 2023
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$252.3M
Employees25
Clients774
DateMay 2022
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$252.3M
Employees25
Clients774
DateMar 2022
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$252.3M
Employees25
Clients774
DateAug 2021
Total AUM$2.8B
Discretionary$2.3B
Non-Disc.$513.3M
Employees30
Clients784
DateMar 2021
Total AUM$2.8B
Discretionary$2.3B
Non-Disc.$513.3M
Employees30
Clients784
DateJun 2020
Total AUM$3B
Discretionary$2.7B
Non-Disc.$284.8M
Employees49
Clients948
DateMar 2020
Total AUM$3B
Discretionary$2.7B
Non-Disc.$284.8M
Employees49
Clients948
DateMar 2019
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$260M
Employees58
Clients1,206
DateMar 2018
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$346.5M
Employees62
Clients1,700
DateMar 2017
Total AUM$5.5B
Discretionary$5.1B
Non-Disc.$371.6M
Employees66
Clients2,100
DateSep 2016
Total AUM$6.4B
Discretionary$6.1B
Non-Disc.$319.4M
Employees65
Clients2,400
DateApr 2016
Total AUM$6.4B
Discretionary$6.1B
Non-Disc.$319.4M
Employees65
Clients2,400
DateMar 2016
Total AUM$6.4B
Discretionary$6.1B
Non-Disc.$319.4M
Employees65
Clients2,400
DateJun 2015
Total AUM$8.1B
Discretionary$7.5B
Non-Disc.$676.5M
Employees63
Clients2,400
DateMar 2015
Total AUM$8.1B
Discretionary$7.5B
Non-Disc.$676.5M
Employees63
Clients2,400
DateOct 2014
Total AUM$7.6B
Discretionary$6.9B
Non-Disc.$687.2M
Employees65
Clients2,200
DateApr 2014
Total AUM$7.6B
Discretionary$6.9B
Non-Disc.$687.2M
Employees65
Clients200
DateMar 2014
Total AUM$7.6B
Discretionary$6.9B
Non-Disc.$687.2M
Employees65
Clients200
DateMar 2013
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$542M
Employees59
Clients3,000
DateMar 2012
Total AUM$5.9B
Discretionary$5.4B
Non-Disc.$519.2M
Employees51
Clients3,600
DateMar 2011
Total AUM$5.9B
Discretionary$5.5B
Non-Disc.$378M
Employees51
Clients--
DateJul 2009
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees51
Clients--
DateJan 2007
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--