Pennington Partners & Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated April 6, 2026, reports $5.1B in regulatory assets under management, 36 employees, 1 office, and 1,026 accounts.
Assets Under Management
$5.1B
Employees
36
Offices
1 office
Total Clients
112
Primary office
BETHESDA, MD
7500 OLD GEORGETOWN ROAD, SUITE 705, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.1% of total clients.
Top client categories% of clientsClients
1
HNWI
91.1%
102
2
Pooled Investment Vehicles
8.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of April 6, 2026
Discretionary47.8%
$2.4B
48% of total RAUM47.8%
Non-discretionary52.2%
$2.7B
52% of total RAUM52.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.1B
Total Accounts1,026
10Y AUM Change+$5.0B (+5309.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee3:1
10Y Employee Change+33 (+1100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.