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Type	Result	AUM ($B)

PTM Partners Opportunity Zone Fund I LP
Firm	Pennington Partners & Co LLC ✚
Fund #	805-1525633071
CIK #
Sale
Fund	Real Estate Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	PTM Partners OZF I GP LLC
Custodian	Charles Schwab & Co Inc / National City Bank, Charles Schwab & Co Inc
Auditor	RSM US LLP
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Upright Financial Corp ✚		0.1
Maseco Asia Limited ✚		0.1
Stage Wealth Management Inc ✚		0.1
Bin Yuan Capital Cayman Limited ✚		0.1
Derastone LLC ✚		0.1
CK Advisors LLC ✚		0.1
Integrated Planning & Wealth Management LLC ✚		0.1
Solid Point Wealth Advisors LLC ✚		0.1
Londinium Asset Management Ltd ✚		0.1
Investable Wealth LLC ✚		0.1

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