RIA Intel›Advisers›Massachusetts›PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

Advisory

AMHERST, MA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in MA
#1,275
of 1,590 advisers by AUM
Average account
$413K
across 71 accounts
AUM per adviser
$29M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$29M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$29M
Discretionary AUM$28M
Non-Discretionary AUM$1M
Discretionary %95.1%
Total Clients27
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

PIER 42 ADVISORS, LLC
SOUTH DENNIS, MA
$29M
ENSIGN INVESTMENT ADVISERS LLC
BOSTON, MA
$29M
+2.7% 1Y
STUART, DAVID BALDWIN
BOSTON, MA
$30M
-3.1% 1Y
GOTTA RETIREMENT SERVICES, INC.
BRAINTREE, MA
$29M
+2.5% 1Y
NICHOLS INVESTMENT CORPORATION
MASHPEE, MA
$29M
RYAN FINANCIAL ADVISORS INC
ANDOVER, MA
$29M
-84.8% 1Y

Get the full picture on PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans