|
⚲
|
| Keyboard |
| Penwood Real Estate Investment Management LLC
✚
|
|
|---|---|
| CRD # | 130289 |
| SEC # | 801-64767 |
| CIK # | |
| AUM | 1,473.5 M (2026-03-27) |
| Employees | 18 (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 | AUM |
|---|---|---|---|---|
| RE | Penwood Select Industrial Partners VII Apex Ridge Co-Invest LP | [2025-03-27] | 253.8 M | 100.9 M |
| Filed 2023-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Penwood Select Industrial Partners VII LP | [2023-03-30] | 253.8 M | 459.9 M |
| Filed 2023-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Penwood Select Industrial Fund VI LP | [2021-03-31] | 381.5 M | 431.1 M |
| Offered $381,500,000 · Filed 2021-02-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Penwood Select Industrial Partners V Club LP | [2020-03-30] | 137.0 M | 150.6 M |
| Offered $136,953,724 · Filed 2020-03-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Penwood Select Industrial Partners V LP | [2018-03-27] | 252.5 M | 305.4 M |
| Offered $252,500,000 · Filed 2015-04-14 (D) · Exemption 3(c)(7), 3(c), 506(b) · Minimum $25,000,000 · Duration One year or less · Net Assets Over $100,000,000 | ||||
| RE | Pwrei Shenandoah Investors LP | 2018-03-27 | 36.6 M | |
| RE | Pwrei Grove Investors LP | 2017-03-29 | ||
| RE | California Select Industrial Partners LP | [2016-03-25] | ||
| RE | Penwood Select Industrial Partners III LP | [2016-03-25] | 126.2 M | 0.5 M |
| Offered $250,000,000 · Filed 2014-03-25 (D) · Exemption 505, 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $25,000,000 · Remaining $123,750,000 · Duration One year or less · Net Assets Over $100,000,000 | ||||
| RE | Penwood Select Industrial Partners II LP | [2016-03-25] | ||
| RE | Penwood Select Industrial Partners IV LP | [2016-03-25] | 252.5 M | 25.5 M |
| Offered $252,500,000 · Filed 2015-04-14 (D) · Exemption 3(c)(7), 3(c), 506(b) · Minimum $25,000,000 · Duration One year or less · Net Assets Over $100,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1,473.5 |
| (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 | 1,473.5 |
| By Discretionary | ||
| Discretionary | 6 | 1,473.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,473.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,473.5 | |
| Total | 6 | 1,473.5 |
| Limited Partners | 2011 - 2026 |
|---|---|
| North Carolina Retirement Services |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Hurley | Executive Officer | 30 | 4 | |
| Richard Chase | Executive Officer | 6 | 3 | |
| Karen Nista | Executive Officer | 7 | 2 | |
| Zachary Flynn | Executive Officer | 2 | 2 | |
| None Penwood Realty Advisers Inc | Executive Officer | 2 | 2 | |
| None Penwood Real Estate Investment Management LLC | Executive Officer | 2 | 2 | |
| Christine Kubas | Executive Officer | 2 | 2 | |
| Penwood Fund VI GP LLC | Executive Officer | 1 | 1 | |
| None Penwood Psip VII GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dune Real Estate Partners LP
✚
|
NY | 1,586.4 M |
|
Homestead Capital USA LLC
✚
|
CA | 1,581.9 M |
|
Caprock Partners Management Inc
✚
|
CA | 1,517.2 M |
|
Elion Partners LLC
✚
|
FL | 1,412.4 M |
|
Iron Point Partners LLC
✚
|
DC | 1,411.2 M |
|
SLG Capital Management LLC
✚
|
NY | 1,406.8 M |
|
Town Lane Management LP
✚
|
NY | 1,384.9 M |
|
Fidelis Investors LLC
✚
|
NJ | 1,376.3 M |
|
Brasa Capital Management LP
✚
|
CA | 1,369.0 M |
|
Greenpoint Group LP
✚
|
NY | 1,346.8 M |