Pennington Partners & Co., LLC

Pennington Partners & Co., LLC is an SEC registered investment adviser established in January 2016. The firm offers discretionary and non-discretionary investment advisory services with annual fees ranging from negotiable to 1.50%. Additionally, they provide family office and business strategy consulting with fees starting at $100,000 per engagement. Pennington Partners manages assets totaling $3,952,033,573 as of December 31, 2024, with both discretionary and non-discretionary assets under management. The firm may engage in performance-based fee arrangements with qualified clients and utilizes various methods of security analysis and investment strategies. Pennington Partners may recommend broker-dealers/custodians and receive support services/products from them. The firm does not vote client proxies and does not disclose nonpublic personal information to nonaffiliated third parties. Clients are encouraged to review financial planning issues annually and may impose restrictions on Pennington Partners' discretionary authority. For more details, clients can request a copy of the firm's Privacy Policy from the Chief Compliance Officer.