PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
CRD #130289 SEC #801-64767 WEST HARTFORD, CT 860-218-6530
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$1.6B
Employees
17
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $1.6B | $0 | 17 | 0 |
| Jun 2024 | $1.6B | $1.6B | $0 | 17 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 17 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 16 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 16 | 0 |
| May 2021 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2020 | $706M | $706M | $0 | 15 | 0 |
| Mar 2019 | $875M | $838.4M | $36.6M | 15 | 0 |
| Nov 2018 | $910.6M | $849.4M | $61.2M | 15 | 0 |
| Mar 2018 | $910.6M | $849.4M | $61.2M | 15 | 0 |
| Mar 2017 | $581M | $558.2M | $22.8M | 13 | 1 |
| Mar 2016 | $735.4M | $735.4M | $0 | 12 | 1 |
| Apr 2015 | $486.9M | $486.9M | $0 | 10 | 1 |
| Mar 2015 | $236.9M | $236.9M | $0 | 10 | 1 |
| Mar 2014 | $455M | $455M | $0 | 12 | 1 |
| Mar 2013 | $480.1M | $480.1M | $0 | 10 | 1 |
| Apr 2012 | $440.2M | $440.2M | $0 | 6 | 1 |
| Apr 2012 | $302.9M | $302.9M | $0 | 6 | 1 |
| May 2011 | $301.7M | $301.7M | $0 | 10 | -- |
| Jan 2008 | $300M | $300M | $0 | 5 | -- |
| Jan 2007 | $100M | $100M | $0 | 5 | -- |
| Mar 2006 | $100M | $100M | $0 | 5 | -- |
| Jan 2006 | $100M | $100M | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$706M
Discretionary$706M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$875M
Discretionary$838.4M
Non-Disc.$36.6M
Employees15
Clients0
DateNov 2018
Total AUM$910.6M
Discretionary$849.4M
Non-Disc.$61.2M
Employees15
Clients0
DateMar 2018
Total AUM$910.6M
Discretionary$849.4M
Non-Disc.$61.2M
Employees15
Clients0
DateMar 2017
Total AUM$581M
Discretionary$558.2M
Non-Disc.$22.8M
Employees13
Clients1
DateMar 2016
Total AUM$735.4M
Discretionary$735.4M
Non-Disc.$0
Employees12
Clients1
DateApr 2015
Total AUM$486.9M
Discretionary$486.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$236.9M
Discretionary$236.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2014
Total AUM$455M
Discretionary$455M
Non-Disc.$0
Employees12
Clients1
DateMar 2013
Total AUM$480.1M
Discretionary$480.1M
Non-Disc.$0
Employees10
Clients1
DateApr 2012
Total AUM$440.2M
Discretionary$440.2M
Non-Disc.$0
Employees6
Clients1
DateApr 2012
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees6
Clients1
DateMay 2011
Total AUM$301.7M
Discretionary$301.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--