PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2005
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$246M
Accounts
6
Employees
18
Advisory reps
6

Firm details

Headquarters
WEST HARTFORD, Connecticut
CRD number
130289
Registered since
November 3, 2005
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Penwood Real Estate Investment Management, LLC is a privately held, SEC-registered real estate fund manager organized as an LLC and operating since 2005. The firm serves institutional investors and focuses on managing pooled investment vehicles rather than individual discretionary accounts for retail clients. Its business model includes acting as sponsor, general partner, and managing member of pooled funds, and it charges performance-based (and other) fee arrangements. Penwood is not identified as an active ESG investor and is not described as a multi-state adviser or pension consultant in the source material.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JOSEPH KOZIOL

    Chief Financial OfficerCRD 1868177

  • JOHN HURLEY

    Chief Investment OfficerCRD 4685319

  • KAREN NISTA

    Principal & COOCRD 2891645

Contacts

3 of 3
  • Jeffrey Matrullo

    General CounselCRD 7382657

  • Christine Kubas

    Managing DirectorCRD 7245466

  • Zachary Flynn

    Managing DirectorCRD 7245465

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST HARTFORD, CT

HARTFORD

Location

WEST HARTFORD, CT

Headquartered in WEST HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
75 Isham Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth