Pennyfarthing Investment Management, L.L.C.
Firm details
- Headquarters
- Amherst, Massachusetts
- CRD number
- 123006
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.12%
- Individuals5.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pennyfarthing Investment Management, L.L.C. is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its billing mixes AUM-based fees with hourly charges. Pennyfarthing does not describe itself as a capital allocator, does not report active ESG investing, and is not a multi-state adviser in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds26%
- State & Local Bonds10%
- Cash & Cash Equivalents6%
- US Government Bonds4%
Contacts
1 of 1
Eric Bright
Portfolio Manager, PresidentCRD 4592183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Amherst, MA
Hampshire
Location
Amherst, MA
Headquartered in Amherst, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Hampshire
- Address
- 6 S East St
- Time zone
- ET (UTC-5)
- Office locations
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