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PENNINGTON PARTNERS & CO., LLC
CRD 282688File 801-107210
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.09B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Non-discretionary $2.66B
Clients
112
1,026 accounts
Employees
36
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 28, 2016
- Principal office
- 7500 OLD GEORGETOWN ROAD, SUITE 705, BETHESDA, MD, 20814
- Phone
- 202-370-6435
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.09B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $2.66B
- Discretionary accounts
- 968
- Non-discretionary accounts
- 58
- Total accounts
- 1,026
- AUM per client
- $45.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 102 | $4.60B |
| Pooled investment vehicles | 10 | $486.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.