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Penbrook Management
PENBROOK MANAGEMENT LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2004. The firm manages approximately $175 million in assets.
Penbrook Management
PENBROOK MANAGEMENT LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2004. The firm manages approximately $175 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Year founded
1992
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Robert I. Usdan
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who makes investment decisions at Penbrook Management?
Robert I. Usdan serves as President and Chief Investment Officer and has been the sole control person listed on the firm's SEC Form ADV filings for many years. All investment decisions appear to flow through him directly, with no other portfolio managers or analysts named in public disclosures. The firm operates without a public-facing investment committee.
What is Penbrook's relationship with One Liberty Properties?
Penbrook is one of the largest outside shareholders of One Liberty Properties, a publicly traded net-lease REIT. SEC filings have shown Penbrook owning between roughly 15% and 25% of the company's outstanding shares at various points over the past two decades. This position alone has consistently represented the majority of Penbrook's reported public equity portfolio.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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