Pennington Partners

Bethesda, United States Founded: 2016 • Age: 10 yrs
Investment management services are provided to clients by Pennington Partners.
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About Pennington Partners

Pennington Partners is a company based in Bethesda (United States) founded in 2016 by Rodd Macklin.. Pennington Partners offers products and services including Operating Partnership, Pennington Alternative Income, Exit Planning, and Personal Financial Administration. Pennington Partners operates in a competitive market with competitors including Juniper Square, Teneo, ZS, iCapital and Prophet, among others.

  • Headquarter Bethesda, United States
  • Founders Rodd Macklin
  • Sectors
    Financial Services
    Business Services Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Pennington Partners & Co.
Operational Areas
Financial Services → Investment Management & Advisory
Business Services → Professional & Consulting Services
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Pennington Partners

Pennington Partners offers a comprehensive portfolio of products and services, including Operating Partnership, Pennington Alternative Income, Exit Planning, and Personal Financial Administration. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers intelligent investment solutions for generational wealth building

Provides tax-advantaged investment options for entrepreneurs

Delivers guidance for business exits and financial strategy

Simplifies personal finances and maximizes time for clients

People of Pennington Partners
Headcount 10-50
Employee Profiles 9
Employee Profiles
People
Jake Brophy
Senior Operations Associate
People
Kent Andrews
Vice President
People
Trey Sheain
Portfolio Manager
People
William Lowrie
Senior Associate, Portfolio Management

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Funding Insights of Pennington Partners

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Pennington Partners

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Pennington Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Pennington Partners Comparisons

Employees
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Competitors of Pennington Partners

Pennington Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Juniper Square, Teneo, ZS, iCapital and Prophet, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Real estate investments are managed through a specialized platform.
domain founded_year HQ Location
Business consulting, financial advisory, and crisis management services are provided.
domain founded_year HQ Location
Strategic and management consulting services are provided worldwide.
domain founded_year HQ Location
Software solutions are provided for managing private investments.
domain founded_year HQ Location
Brand and marketing consulting solutions provider
domain founded_year HQ Location
Provider of digital engineering and technology services
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Pennington Partners

Frequently Asked Questions about Pennington Partners

When was Pennington Partners founded?

Pennington Partners was founded in 2016.

Where is Pennington Partners located?

Pennington Partners is headquartered in Bethesda, United States. It is registered at Bethesda, Maryland, United States.

What does Pennington Partners do?

Pennington Partners was established in 2016 in Bethesda, United States, as a firm focused on investment management. Services encompass portfolio management and advisory support within the financial sector. Operations are centered in the United States, with co-founder Rodd Macklin leading key initiatives. The company handles client investments across various assets, emphasizing structured approaches to wealth management and risk assessment.

Who are the top competitors of Pennington Partners?

Pennington Partners's top competitors include Juniper Square, iCapital and Cyient.

What products or services does Pennington Partners offer?

Pennington Partners offers Operating Partnership, Pennington Alternative Income, Exit Planning, and Personal Financial Administration.

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