Wealth Manager
    SEC Registered
    Manages Private Funds

    Pennington Partners & Co., LLC

    Registered investment advisor · Bethesda, Maryland · CRD #282688

    Assets Under Management
    $5.1B
    Client Accounts
    1,026
    Employees
    36
    CRD Number
    282688
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pennington Partners & Co., LLC

    Pennington Partners & Co., LLC is a SEC-registered investment advisory firm headquartered in Bethesda, Maryland, managing approximately $5.1B in regulatory assets across 1,026 client accounts. The firm's full regulatory record is filed with the SEC under CRD #282688.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Pennington Partners & Co., LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Pennington Partners & Co., LLC's AUM?

    Pennington Partners & Co., LLC reports approximately $5.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pennington Partners & Co., LLC headquartered?

    Pennington Partners & Co., LLC is headquartered in Bethesda, Maryland.

    What is Pennington Partners & Co., LLC's CRD number?

    Pennington Partners & Co., LLC's CRD number is 282688. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pennington Partners & Co., LLC manage?

    Pennington Partners & Co., LLC manages approximately 1,026 client accounts according to its latest SEC filing.

    Is Pennington Partners & Co., LLC SEC registered?

    Yes, Pennington Partners & Co., LLC is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Pennington Partners & Co., LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial