Penn Street Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Penn Street Capital Management provides discretionary investment management to high-net-worth individuals, retirement accounts, trusts, estates, and nonprofit institutions such as foundations and endowments. The firm manages portfolios on a customized basis and reported approximately $67.96 million in managed assets across 16 accounts as of December 31, 2025.
Investment decisions are driven by a long‑term approach and fundamental analysis, with portfolios constructed from individual stocks, bonds, index funds, mutual funds, and ETFs; the firm researches individual securities and fund managers and monitors holdings rather than pursuing short‑term trading. Client goals, risk tolerance, tax considerations and time horizon are incorporated into individualized allocations and the firm manages assets solely on a discretionary basis.
What distinguishes the firm from many peers is its explicit servicing of charitable organization clients (foundations and endowments), a client type that is uncommon for firms of this size, while generally targeting high‑net‑worth accounts and maintaining a $1 million account minimum (waivers possible). The firm is focused exclusively on investment management, does not accept performance‑based fees, and its senior investment professional holds CFA, CAIA and CFP credentials with multi‑decade industry experience.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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