PennLiton Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pennliton Management LLC provides discretionary investment management through separately managed accounts to accredited investors, including individuals, high‑net‑worth clients, trusts, small businesses, and other institutional investors. The firm requires clients to qualify as accredited investors and generally expects a minimum funded account balance before accepting an advisory relationship.
The firm implements a single, long‑only model portfolio using a bottom‑up fundamental analysis approach aimed at compounding capital over the long term while seeking to minimize permanent loss of capital. Portfolios are intentionally concentrated in a limited number of positions, do not employ short sales or leverage, and are not routinely tailored beyond limited client‑specific restrictions or liquidity and tax considerations.
Compared with many small independent advisers, Pennliton is notable for explicitly offering portfolio management to institutional entities as well as individual accredited investors, while operating a single concentrated model strategy. The firm also requires clients to use a specified custodian for accounts and discloses reliance on a single portfolio manager for investment decision‑making, which may affect succession and key‑person considerations.
Client services
Expertise
Occupation focus
Fee options
1.50% annually (0.375% per quarter)
Account minimum: $500,000
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Pennliton Management · Pennliton Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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