CRD: 123006
Pennyfarthing Investment Management, L.l.c.
$29.3M Total AUM
$27.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2002
- Office Locations
- 1
Office Locations
-- Belchertown MA
About Pennyfarthing Investment Management, L.l.c.
Pennyfarthing Investment Management is an owner-led RIA providing portfolio management and financial planning in a partnership model. President Eric W. Bright, CFA emphasizes disciplined strategy and ongoing oversight aimed at long-term results and client peace of mind. Portfolios primarily use ETFs alongside public funds and investment-grade fixed income (including municipal and U.S. government bonds), custodied through Fidelity/NFS.
Team overview
50 AVG AGE
$29.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Matrix frontier
Investment Themes
Ridge bridge
Investment Vehicles
North insight
Services
Optima signal Value Optima ember Alpha
Owner & Executives
E
ERIC WALTER BRIGHT
President
- CRD
- #4592183
- Ownership
- 75% or more
(697) 736-9948
signal.value@unisoncapital.com
in linkedin.com/in/legacy-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,896,071 | -- |
| Non-Discretionary | $1,432,562 | -- |
| Total | $29,328,633 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,328,633
Equity - Exchange:
17.1% Public Funds:
17.1% Municipal Bonds:
21.2% Cash:
12.1% U.S. Government/Agency:
17.8% Corporate - Investment Grade:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,622,484 | 17.1% |
| Public Funds | $480,622,484 | 17.1% |
| Municipal Bonds | $595,859,454 | 21.2% |
| Cash | $340,089,594 | 12.1% |
| U.S. Government/Agency | $500,297,089 | 17.8% |
| Corporate - Investment Grade | $413,166,698 | 14.7% |
| Total | $2,810,657,803 | 100.0% |