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PENN CAPITAL MANAGEMENT

29 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3-4 YoYRank #3196 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2635
Fees received$127,158Median $28,830/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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