Feedback
Share
Link
Link copied!
Fund Codex
Pennington Partners & Co., LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Pennington Partners & Co., LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Bethesda, Maryland
$775.5 million AUM
1 office

Pennington Partners & Co., LLC is based in Bethesda, Maryland and has $775.5 million in assets under management.

Location
7920 Norfolk Avenue
Suite 1150
Bethesda, MD 20814
$775.5 million
AUM
8
Employees
AUM Share
Link
Link copied!
Back to Top
$775,529,881
Assets under management
316 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 44 $585,409,581 75% $13,304,763
Pooled investment vehicles 4 $190,120,300 25% $47,530,075
Employees Share
Link
Link copied!
Back to Top
8
Employees
5
Investment analysts
62% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$775,529,881
Assets under management
$96,941,235
AUM per employee
$155,105,976
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Pennington Partners & Co., LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Performance-based fees
Services offered

Pennington Partners & Co., LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
Business activities
  • Insurance broker or agent
Firm data Share
Link
Link copied!
CRD number 282,688
SEC number 801-107210
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 06, 2020

Other Funds

See all...
Timber Capital Limited
Fund: Under $1 billion
Wescap Group
Fund: $787,200,000
Athenainvest Advisors LLC
Fund: $122,456,394
Alder Capital, LLC
Fund: Under $1 billion

More Funds

See all...
Blue Grotto Capital, LLC
Fund: $237,891,817
Strategic International
Fund: $4,416,040
Crestmont Private Wealth LLC
Fund: $141,165,635
Socius Family Office, LLC
Fund: $543,210,251
Wright Associates
Fund: $200,252,721
SRS Investment Management, LLC
Fund: $7,747,700,814
1919 Investment Counsel, LLC
Fund: $15,117,313,398

All of Fund Codex

See all...

Similar Funds to Pennington Partners & Co., LLC

See all...