Pennington Partners & Co. LLC
Pennington Partners & Co., LLC is a Bethesda, Maryland-based multi-family office and investment adviser founded by entrepreneurs with backgrounds in private equity and financial services. The firm offers investment management, wealth planning, and financial administration solutions primarily for entrepreneurial founders, CEOs, and their families, focusing on managing complex multi-generational wealth. As of 2025, the firm manages approximately $4 billion in assets and has around 27 employees. Pennington Partners & Co. focuses on delivering highly personalized wealth and investment solutions for high-net-worth individuals and families seeking holistic, generational strategies.
Investment Strategy
Pennington Partners & Co. provides bespoke, holistic investment management tailored for founders, executives, and multigenerational families. Their approach includes differentiated, tax-advantaged alternative investments, traditional portfolio management, and objective, multidisciplinary guidance. Their philosophy emphasizes aligning interests by investing alongside clients and offering a rigorous, risk-tolerant approach designed to protect, grow, and transfer wealth sustainably. The firm also specializes in exit planning and legacy administration, addressing generational challenges across the full spectrum of family office needs.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 25.28% | $47.1M | 154,643 | $289.81 | $303.93 | +$3.2M |
I IWV | ISHARES TR | 18.58% | $34.7M | 98,726 | $334.25 | $351.00 | +$2.2M |
B BOXX | EA SERIES TRUST | 14.63% | $27.3M | 242,064 | $110.28 | $112.68 | -$1.3M |
V VTHR | VANGUARD SCOTTSDALE FDS | 6.77% | $12.6M | 46,295 | $259.91 | $272.75 | +$2.0M |
I ITOT | ISHARES TR | 2.39% | $4.5M | 32,991 | $126.83 | $135.04 | +$1.3M |