Penbrook Management LLC
Penbrook Management LLC is an SEC-registered wealth manager in New York, NY with $175.4M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Penbrook Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127269, SEC 801-63460, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $175.4M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 4
- Clients
- 81
- CRD
- 127269
- Ownership
- ANDERSON, ROBERT, STEPHEN; KAPLAN, RALPH, MOSS; DICOSTANZO, BARBARA, ANN BURKE; BURKE, BARBARA, ANN; DICOSTANZO, BARBARA ANN
How much AUM does Penbrook Management LLC have?
Penbrook Management LLC reported $175.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Penbrook Management LLC?
Disclosed owners and executives of Penbrook Management LLC include ANDERSON, ROBERT, STEPHEN, KAPLAN, RALPH, MOSS, DICOSTANZO, BARBARA, ANN BURKE, BURKE, BARBARA, ANN, DICOSTANZO, BARBARA ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.