A complete list of active advisors currently associated with Pennington Partners & Co., LLC

Warmer can help you find a great advisor at Pennington Partners & Co., LLC or one who fits your needs even better.

Pennington Partners & Co., LLC provides investment management and advisory services primarily to pooled investment vehicles, special purpose vehicles, family offices and select high‑net‑worth clients, and also offers family office services such as bookkeeping, bill payment, and household and healthcare concierge services. The firm advises and manages private funds and SPVs, offers loan participation management, and delivers both discretionary and non‑discretionary investment arrangements across public and private asset classes. The firm implements portfolios using a mix of in‑house management and sub‑advisors and may invest in private equity, private credit, real estate, derivatives and options, and other alternative strategies; it also makes use of leverage and portfolio margin in certain accounts. A substantial portion of assets are managed on a non‑discretionary basis, and the firm discloses that some separately managed accounts may involve borrowing and derivatives, which can affect execution and timing for clients. Pennington Partners is affiliated with bookkeeping and bill‑payment service providers (through NSL/Aquilance) and holds ownership interests in other investment managers, and it acts as general partner or manager for multiple Private Funds and SPVs — structures that can give rise to side letters, carried interest, and allocation considerations. The firm negotiates varied engagement terms (including performance‑based arrangements and hourly or fixed consulting engagements) and discloses circumstances in which it may be deemed to have custody or other investor‑level roles, creating operational and conflict‑of‑interest considerations it addresses in its policies.

To learn more about the advisors currently working at Pennington Partners & Co., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.