Corbyn Investment Management Inc
Firm details
- Headquarters
- Lutherville, Maryland
- CRD number
- 104716
- Registered since
- March 9, 1973
- Website
- www.corbyn.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies50.54%
- HNWI22.87%
- Individuals13.55%
- Corporations / Businesses7.18%
- Charitable Organizations5.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Corbyn Investment Management Inc. is a privately owned institutional registered investment adviser that has been SEC-registered since 1973. The firm manages portfolios for individuals and families as well as institutional clients, providing discretionary portfolio management for private clients, investment companies, and businesses or institutions. Its advisory fees are charged as a percentage of assets under management. The firm identifies as an active ESG investor, indicating that environmental, social, and governance factors are integrated into its research or selection process.
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
- Non-Investment Grade Corp Bonds60%
- Exchange Traded Equities18%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$745K in ETFs
100%
$745K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $312K | 2,486 | 41.95% |
Location
Lutherville, MD
Baltimore
Location
Lutherville, MD
Headquartered in Lutherville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 2330 W Joppa Rd
- Time zone
- ET (UTC-5)
- Office locations
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