RIA Intel›Advisers›Connecticut›PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

Advisory

N·WEST HARTFORD, CT

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
-1.1%
3-Year CAGR
+10.1%
Employees
18
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees18
Investment Advisers18
Employee Growth (1Y)+6.3%
Filing History
Total Filings on Record30
First FilingJan 29, 2004
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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