Samuel Rose is not listed as a control person, but directly owns under 5% of Pennington Partners & Co.
Pennington Partners & Co. is an investment adviser based in Bethesda, MD, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $5.09 billion, as filed on 6 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7530562
- Firm
- Pennington Partners & Co. · CRD 282688
- Role
- Member
- In role since
- October 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Bethesda, MD
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Rose work?
Samuel Rose has held the title Member at Pennington Partners & Co., LLC since October 2018.
How can I verify Samuel Rose’s record?
Samuel Rose’s role is listed on Pennington Partners & Co., LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 282688.
