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| Happy Holidays!! thanks for using AUM13F!! |
| Penwood Real Estate Investment Management LLC
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| CRD # | 130289 |
| SEC # | 801-64767 |
| CIK # | |
| AUM | $1.6 B (2025-03-27) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 860-218-6530 |
| Address | 75 Isham Road West Hartford, CT 06107 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Penwood Select Industrial Partners VII Apex Ridge Co-Invest LP | [2025-03-27] | 253.8 | 103.2 |
| RE | Penwood Select Industrial Partners VII LP | [2023-03-30] | 253.8 | 426.2 |
| RE | Penwood Select Industrial Fund VI LP | [2021-03-31] | 381.5 | 442.3 |
| RE | Penwood Select Industrial Partners V Club LP | [2020-03-30] | 137.0 | 162.3 |
| RE | Penwood Select Industrial Partners V LP | [2018-03-27] | 331.5 | 395.2 |
| RE | Pwrei Shenandoah Investors LP | 2018-03-27 | 36.6 | |
| RE | Pwrei Grove Investors LP | 2017-03-29 | 0.0 | |
| RE | California Select Industrial Partners LP | [2016-03-25] | 0.0 | |
| RE | Penwood Select Industrial Partners III LP | [2016-03-25] | 126.2 | 0.5 |
| RE | Penwood Select Industrial Partners II LP | [2016-03-25] | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,557.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 1,557.4 |
| By Discretionary | ||
| Discretionary | 6 | 1,557.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,557.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,557.4 | |
| Total | 6 | 1,557.4 |
| Limited Partners | 2011 - 2025 |
|---|---|
| North Carolina Retirement Services |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Hurley | 30 | ||
| Karen Nista | 7 | ||
| Richard Chase | 6 | ||
| Zachary Flynn | 2 | ||
| Christine Kubas | 2 | ||
| None Penwood Real Estate Investment Management LLC | 2 | ||
| None Penwood Realty Advisers Inc | 2 | ||
| Penwood Fund VI GP LLC | 1 | ||
| None Penwood Psip VII GP LLC | 1 |
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|---|---|---|
|
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CA | 1.7 |
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Mesirow Re-Ia Inc
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DC | 1.4 |
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Beacon Capital Partners LLC
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MA | 1.4 |
|
Ascendant Capital Partners LP
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CA | 1.4 |
|
Elion Partners LLC
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FL | 1.4 |