# EDGAR Filing Document

**Accession Number:** 0001125063
**File Stem:** 0001125063-26-000003
**Filing Date:** 2026-6
**Character Count:** 2879
**Document Hash:** cc0548cd2594640ee0c5f3bc257a7404
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001125063-26-000003.hdr.sgml**: 20260604

**ACCESSION NUMBER**: 0001125063-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260604

**DATE AS OF CHANGE**: 20260604

**EFFECTIVENESS DATE**: 20260604

**PERIOD START**: 20250401

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DONNELLY PENMAN & PARTNERS INC.
- **CENTRAL INDEX KEY:** 0001125063

**ORGANIZATION NAME:**
- **EIN:** 383550120
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-52909
- **FILM NUMBER:** 261063807

**BUSINESS ADDRESS:**
- **STREET 1:** 63 KERCHEVAL AVENUE, SUITE 112
- **STREET 2:** SUITE 200
- **CITY:** GROSSE POINTE WOODS
- **STATE:** MI
- **ZIP:** 48236
- **BUSINESS PHONE:** 313 446-9900

**MAIL ADDRESS:**
- **STREET 1:** 63 KERCHEVAL AVENUE, SUITE 112
- **STREET 2:** SUITE 200
- **CITY:** GROSSE POINTE WOODS
- **STATE:** MI
- **ZIP:** 48236

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DONNELLY PENMAN & PARTNERS INC.
- **DATE OF NAME CHANGE:** 20041026

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DONNELLY, PENMAN, FRENCH, HAGGARTY & CO.
- **DATE OF NAME CHANGE:** 20021205

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DONNELLY PENMAN FRENCH HAGGARTY & CO                    /BD
- **DATE OF NAME CHANGE:** 20000928

### Attached PDF Documents

**Attachment 1:** `dpaudit03312026public.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001125063

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 04-01-2025

**Report Period End Date:** 03-31-2026

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** DONNELLY PENMAN & PARTNERS INC.

**Business Address:** 63 KERCHEVAL AVENUE, SUITE 112, SUITE 200, GROSSE POINTE WOODS, MI, 48236

**Contact Person:** Edward Samson

**Contact Phone:** 7322333500

### Independent Public Accountant Identification

**Accountant Name:** DeMarco Sciacotta Wilken & Dunleavy, LLP

**Accountant Address:** 20646 Abeey Woods, Suite 201, Frankfort, IL, 60423

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jeremy Lamb**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **DONNELLY PENMAN & PARTNERS INC.**, as of **03-31-2026**, are true and correct.

**Signature:** Jeremy Lamb

**Title:** Managing Director