CRD: 282688
Pennington Partners & Co., LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Pershing · PNC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-28-2016
- Office Locations
- 3
Office Locations
About Pennington Partners & Co., LLC
Pennington Partners is a multi-family office serving entrepreneurial founders, CEOs, and their families with integrated investment management, differentiated alternative and tax-advantaged strategies, and coordinated tax, estate, and exit planning, plus personal financial administration. The firm emphasizes alignment across partner families through an operating-partnership approach. Based in Bethesda, MD with a Houston office, it was a 2023 Family Wealth Report Awards winner (Best Multi-Family Office).
Reported data analysis
What the numbers show
Between May 9, 2025 and April 6, 2026, reported AUM increased 28.7%, from $4.0B to $5.1B.
Across 5 reported observations, AUM increased 193.1% between April 29, 2022 and April 6, 2026, from $1.7B to $5.1B.
Of the latest reported AUM, 47.8% is discretionary and 52.2% is non-discretionary.
The firm reports 10 advisory representatives and 112 clients, or 11.2 clients per representative. That equates to $45.4M in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Pennington Partners & Co., LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Pennington Partners & Co., LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN RICHARD GAISTER
Chief Executive Officer, Managing Member
- CRD
- #5394236
- Ownership
- 50% but less than 75%
RODD JEFFREY MACKLIN
Partner
- CRD
- #1624952
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Kent Andrews
Partner, Investments
- CRD
- --
Robert Kent Andrews
Vice President
- CRD
- #7264734
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,432,576,418 | $2,512,992 |
| Non-Discretionary | $2,655,065,213 | $45,776,986 |
| Total | $5,087,641,631 | $4,958,715 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Pennington Partners & Co., LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Pennington Partners & Co., LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing