Penrose Investments LLC
How we got $2.9M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 27% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▲ 275% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 4 | $1.2M |
| 2021 | Form 5500 | 9 | $2.6M |
| 2022 | Form 5500 | 10 | $2.9M |
| 2023 | Form 5500 | 12 | $3.5M |
| 2024 | Form 5500 | 14 | $4.1M |
| 2025 | Form 5500 | 15 | $4.4M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| PENROSE INVESTMENTS LLC this business | $1.8M | — |
| KVR WHOLESALERS Broken Arrow · 1 employees | $900K | 1.9 mi |
| PARAGON MORTGAGE, LLC Tulsa | $1.6M | 3.2 mi |
| COACHWISE FINANCIAL SOLUTIONS, INC. Tulsa · 2 employees | $953K | 3.8 mi |
| NELSON AUTOMOTIVE FINANCE LLC Tulsa · 10 employees | $4.5M | 4.5 mi |
| HOLLIDAY AMERICAN MORTGAGE, LLC Tulsa · 7 employees | $3.8M | 4.5 mi |
| M & M TENNIS, LLC Tulsa · 25 employees | $33.2M | 4.6 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.5M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $951K |
| Estimate: the two combined (geometric mean) | $1.8M |
| EBITDA margin (industry, adjusted for size) | 44% |
| EBITDA = revenue × margin | $773K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $2.9M |
| Multiple for this size and industry | 3.8× |
| Value range | $1.5M – $4.0M |
| Revenue range | $1.2M – $2.0M |
| EBITDA range | $508K – $881K |
| Industry (NAICS) | Other Nondepository Credit Intermediation (522298) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
History & advisors
Advisors
- BankingThe Exchange BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| The Exchange Bank PPP 2020 | All 125 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/13/2020 | first | $25K | 4 |
About Penrose Investments LLC
Penrose Investments LLC is an other nondepository credit intermediation company in Broken Arrow, Oklahoma. Its estimated annual revenue is about $1.8M, with roughly $773K of EBITDA. It has about 15 employees. Its estimated business value is $2.9M (likely range $1.5M–$4.0M).
Common questions
- Who owns Penrose Investments LLC?
- The owner of Penrose Investments LLC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Penrose Investments LLC make?
- SeeBITDA estimates Penrose Investments LLC's annual revenue at about $1.8M (likely between $1.2M and $2.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Penrose Investments LLC worth?
- About $2.9M, roughly 3.8× its estimated EBITDA of $773K, typical for a other nondepository credit intermediation company its size. Likely range: $1.5M–$4.0M.
- How many employees does Penrose Investments LLC have?
- About 15, from its 2025 retirement-plan filing.