Data / Investment advisers / Maryland / Pennington Partners & Co., LLC
Pennington Partners & Co., LLC, Bethesda, MD: $5.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pennington Partners & Co., LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $5.1 billion in regulatory assets under management in its Form ADV filed April 6, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 10 private funds.
The request: Watch Pennington Partners & Co., LLC (CRD number 282688): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282688
- SEC file number
- 801-107210
- SEC status
- Approved, effective January 28, 2016
- Main office
- 7500 Old Georgetown Road Suite 705, Bethesda, MD 20814
- Phone
- (202) 370-6435
- Website
- pennington.addepar.com
- Regulatory AUM
- $5,087,641,631 in the Form ADV filed April 6, 2026
- Discretionary AUM
- $2,432,576,418
- Non discretionary AUM
- $2,655,065,213
- Accounts
- 1,026
- Employees
- 36, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 10: 3 private equity funds, 3 real estate funds, 2 hedge funds, 1 liquidity fund, 1 other private fund
- Gross assets of private funds
- $486,574,774
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 102 | $4.60 billion |
| Pooled investment vehicles | 10 | $486.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.09 billion | March 31, 2026 |
| December 1, 2025 | $3.95 billion | May 9, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arlington Capital Partners | Bethesda | $18.19 billion | 5 | adviserinfo.sec.gov |
| Durable Capital Partners LP | Bethesda | $17.59 billion | 3 | adviserinfo.sec.gov |
| Ullico Investment Advisors, Inc. | Bethesda | $13.92 billion | 9 | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | $7.27 billion | 5 | adviserinfo.sec.gov |
| Profund Advisors LLC | Bethesda | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | $4.95 billion | 1 | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | $4.63 billion | Not listed | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | $4.57 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Pennington Partners & Co., LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.