CRD: 282688
Pennington Partners & Co., LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Pershing · PNC
- Clients
- Retail and Institutional
- Platforms
- --
- 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).
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Industry Interests
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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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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