Full text of DONNELLY PENMAN & PARTNERS INC.'s X-17A-5 filed 2026-06-04 (period 2026-03-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 > ANNUAL REPORTS FORM X-17A-5 PART III OMB APPROVAI OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER 8-52909 FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 \_\_ AND ENDING March 31, 2026 filing for the period beginning April 1, 2025 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: Donnelly Penman & Partners, Inc. TYPE OF REGISTRANT (check all applicable boxes): | Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 63 Kercheval Avenue, Suite 112 (No. and Street) Grosse Pointe Michigan 48236 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Fdward Samson 313-393-3060 Ed@gscomplianceconsulting.com (Name) (Area Code - Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* DeMarco Sciacotta Wilkens & Dunleavy, LLP (Name – if individual, state last, first, and middle name) 60423 20646 Abbey Woods Ct N, Suite 201 Frankfort (Address) (State) (City) (Zip Code) 12/21/2010 5376 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {1}------------------------------------------------ #### OATH OR AFFIRMATION | Jeremy Lamb | swear (or affirm) that, to the best of my knowledge and belief, the | | |-----------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------|-------| | financial report pertaining to the firm of Donnelly Penman & Partners, Inc. | | as of | | 3/31 | 2 026 is true and correct. I further swear (or affirm) that neither the company nor any | | | | partner officer director or equivalent person, as…Read the full text as markdown