Hedge Fund Database

CORBYN INVESTMENT MANAGEMENT INC

Adviser information for CORBYN INVESTMENT MANAGEMENT INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 612 $939.3M
Non-Discretionary 0 $0
Total 612 $939.3M

Clients

Type Number RAUM
Individuals 368 $186.4M
HNW Individuals 162 $260.4M
Banking or thrift institutions 0 $0
Investment companies 2 $346.8M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 11 $15.3M
Charitable organizations 32 $59.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 37 $71.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehicles
Compensation % of AUM

Identifiers

SEC RIA File Number 801-9139
SEC ERA File Number 801-9139
SEC CIK Numbers 919538
SEC CRD Numbers 104716
Legal Entity Identifier 894500D5RHQJHCBM9F50

Principal Office

2330 W JOPPA RD STE 108
LUTHERVILLE
MD
United States
Monday - Friday, 8:30AM - 4:30PM
Tel: 410-832-5500, Fax: 410-823-0903

Websites

www.corbyn.com www.linkedin.com/company/corbyn-investment-management-inc. www.greenspringfunds.com www.greenspringfund.com

Chief Compliance Officer

DONOVAN, MOIRA
CHIEF COMPLIANCE OFFICER
SUITE 108, 2330 W. JOPPA RD
LUTHERVILLE
MD
United States
Tel: 410-832-5500
Fax: 410-823-0903
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CARLSON, CHARLES, VON KAPFF Individual – PRESIDENT 01/1994 25-50%
FUSTING, MICHAEL, JOSEPH Individual – PORTFOLIO MANAGER-EQUITIES; SR. VP 01/2021 10-25%
GOODMAN, MICHAEL, ANDREW Individual – SENIOR INVESTMENT ANALYST 09/2009 10-25%
PULCINELLA, MICHAEL, JOSEPH Individual – PORTFOLIO MANAGER - FIXED INCOME; TRADER 01/2021 10-25%
WHITE, WILLIAM, EARLE Individual – VICE PRESIDENT 12/2002 5-10%
Donovan, Moira, Melloy Individual – CHIEF COMPLIANCE OFFICER 08/2023 < 5%
TRUPPI, GEORGE, A Individual – SENIOR INVESTMENT ANALYST 08/2023 5-10%

No. Employees, Historic

2010020192020202120222023202420259 on 10/22/20199 on 10/23/20199 on 10/23/20199 on 10/23/20199 on 10/23/201911 on 2/27/202011 on 6/9/202011 on 6/10/202011 on 6/11/202011 on 6/26/202011 on 8/31/202011 on 2/25/202111 on 2/25/202111 on 9/21/202111 on 9/21/202111 on 11/12/202111 on 12/15/202111 on 2/25/202211 on 3/14/202211 on 1/10/202311 on 1/10/202310 on 2/21/202310 on 8/18/202311 on 3/28/2024

RAUM, Historic

2B1B02019202020212022202320242025995726748 on 10/22/2019995726748 on 10/23/2019995726748 on 10/23/2019995726748 on 10/23/2019995726748 on 10/23/20191119910038 on 2/27/20201119910038 on 6/9/20201119910038 on 6/10/20201119910038 on 6/11/20201119910038 on 6/26/20201119910038 on 8/31/2020914447106 on 2/25/2021914447106 on 2/25/2021914447106 on 9/21/2021914447106 on 9/21/2021914447106 on 11/12/2021914447106 on 12/15/20211024798273 on 2/25/20221024798273 on 3/14/20221024798273 on 1/10/20231024798273 on 1/10/20231030641100 on 2/21/20231030641100 on 8/18/2023939296547 on 3/28/2024

No. Clients, Historic

80040002019202020212022202320242025730 on 10/22/2019730 on 10/23/2019730 on 10/23/2019730 on 10/23/2019730 on 10/23/2019761 on 2/27/2020761 on 6/9/2020761 on 6/10/2020761 on 6/11/2020761 on 6/26/2020761 on 8/31/2020767 on 2/25/2021767 on 2/25/2021767 on 9/21/2021767 on 9/21/2021767 on 11/12/2021767 on 12/15/2021739 on 2/25/2022739 on 3/14/2022739 on 1/10/2023739 on 1/10/2023744 on 2/21/2023744 on 8/18/2023612 on 3/28/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Abbott Laboratories (ABT) COM 1M 11K –
Advanced Drainage Systems (WMS COM 1M 7K –
Akamai Technologies, Inc. (AK COM 1M 14K –
Alight, Inc. (ALIT) COM 5M 686K –
Alphabet, Inc. - Cl C (GOOG) COM 10M 53K –
Amazon.com, Inc. (AMZN) COM 4M 22K –
Amdocs Ltd (DOX) COM 3M 39K –
American Homes 4 Rent (AMH) COM 4M 102K –
Blackbaud, Inc. (BLKB) COM 2M 31K –
Broadcom Inc. (AVGO) COM 275K 171 –
Cannae Holdings Inc. (CNNE) COM 555K 31K –
Chubb Limited (CB) COM 4M 16K –
Coca Cola Co. (KO) COM 209K 3K –
Darling Ingredients Inc. (DAR) COM 1M 29K –
DuPont de Nemours, Inc. (DD) COM 7M 86K –
Dun & Bradstreet Holdings Inc. COM 3M 305K –
EMCOR Group, Inc. (EME) COM 16M 45K –
EOG Resources (EOG) COM 5M 42K –
Emerson Electric (EMR) COM 3M 27K –
First Tr NASDAQ Cybersecurity COM 208K 4K –
Flex Ltd. (FLEX) COM 2M 75K –
Invesco Solar ETF (TAN) COM 2M 53K –
JPMorgan Chase & Co. (JPM) COM 240K 1K –
Johnson & Johnson (JNJ) COM 1M 7K –
Johnson Controls Int'l plc (JC COM 8M 125K –
KBR, Inc. (KBR) COM 18M 288K –
Kenvue Inc (KVUE) COM 3M 169K –
Levi Strauss & Co. Class A (LE COM 5M 237K –
MYR Group, Inc. (MYRG) COM 11M 82K –
Medtronic plc (MDT) COM 4M 55K –
Microsoft Corp. (MSFT) COM 363K 813 –
Minerals Technologies Inc. (M COM 2M 28K –
Nextera Energy Inc. (NEE) COM 4M 53K –
Nextracker Inc. Class A (NXT) COM 2M 38K –
OceanFirst Financial (OCFC) COM 477K 30K –
Phillips 66 (PSX) COM 486K 3K –
Primis Financial Corp. (FRST) COM 3M 331K –
Primo Water Corp. (PRMW) COM 8M 369K –
Pure Storage, Inc. COM 398K 6K –
Republic Services, Inc. (RSG) COM 23M 119K –
Rush Enterprises Class A (RUSH COM 1M 28K –
Rush Enterprises Class B (RUSH COM 680K 17K –
Sherwin-Williams Co. (SHW) COM 1M 4K –
Shoals Technology Grp, Inc. Cl COM 904K 145K –
Shore Bancshares (SHBI) COM 2M 158K –
T-Mobile USA, Inc. (TMUS) COM 8M 44K –
Teleflex, Inc. (TFX) COM 399K 2K –
US Foods Holding Corp. COM 1M 24K –
United Parcel Service, Inc. (U COM 2M 14K –
Vanguard Consumer Discretionar COM 323K 1K –
Vanguard Health Care ETF (VHT COM 371K 1K –
Vanguard Information Technolog COM 916K 2K –
Visa Inc. - Class A (V) COM 4M 14K –
W. R. Berkley Corp. (WRB) COM 7M 87K –
WSFS Financial (WSFS) COM 2M 35K –
Wyndham Hotels & Resorts (WH) COM 4M 58K –
Ziff Davis, Inc. (ZD) COM 6M 111K –
Zimmer Biomet Holdings, Inc. ( COM 2M 15K –
iShares U.S. B-D & Sec Ex ETF COM 201K 2K –
nVent Electric plc (NVT) COM 2M 23K –
WESCO International, Inc. (WC PREF 9M 362K –
Cracker Barrel Old Country Sto CONV 3M – –
DigitalOcean Holdings, Inc. CONV 8M – –
Haemonetics Corp. CONV 457K – –
Snap Inc. CONV 4M – –