Penwood Real Estate Investment Management, LLC
● SEC registered since 2005CRD 130289SEC# 801-64767West Hartford, CT
Ranks #2,535 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.47B
Fund GAV
$1.47B
Private funds
6
Employees
18
Accounts
6
Location
West Hartford, CT
Penwood Real Estate Investment Management, LLC assets under management
Penwood Real Estate Investment Management, LLC is an investment advisory firm registered with the SEC based in West Hartford, CT. The firm has been registered since 2005. It reports $1.5 billion in regulatory assets under management and employs 18 people. Penwood Real Estate Investment Management, LLC manages 6 private funds with combined gross assets of $1.5 billion, including Penwood Select Industrial Partners VII, L.P. By regulatory assets, it ranks 2,535 of 6,030 private fund managers.
Penwood Real Estate Investment Management, LLC private funds
6 funds · $1.47B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Penwood Select Industrial Partners VII, L.P. | Real Estate | $459.9M | $25M |
| Penwood Select Industrial Fund VI, L.P. | Real Estate | $431.1M | $25M |
| Penwood Select Industrial Partners V, L.P. | Real Estate | $305.4M | $25M |
| Penwood Select Industrial Partners V Club, L.P. | Real Estate | $150.6M | $25M |
| Penwood Select Industrial Partners VII Apex Ridge Co-Invest, L.P. | Real Estate | $100.9M | $25M |
| Penwood Select Industrial Partners IV, L.P. | Real Estate | $25.5M | $25M |
Penwood Real Estate Investment Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Kubas Control | Head Of Asset Management / Member And Director Of Penwood Realty Advisers, Inc. | 10-25% | 2023 |
| Jeffrey Paul Matrullo | General Counsel | Under 5% | 2021 |
| John Martin Hurley Control | Chief Investment Officer / Member And Director Of Penwood Realty Advisers, Inc. | 25-50% | 2003 |
| Joseph John Koziol Control | Chief Compliance Officer / Chief Financial Officer / Member And Director Of Penwood Realty Advisers, Inc. | 10-25% | 2006 |
| Karen Ann Nista Control | Chief Operating Officer / Member And Director Of Penwood Realty Advisers, Inc. | 10-25% | 2003 |
| Penwood Realty Advisers, Inc. Control | Manager | Under 5% | 2006 |
| Zachary Higgins Flynn Control | Head Of Acquisitions / Member And Director Of Penwood Realty Advisers, Inc. | 10-25% | 2023 |
Frequently asked questions
How much does Penwood Real Estate Investment Management, LLC manage?
Penwood Real Estate Investment Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Penwood Real Estate Investment Management, LLC manage?
Penwood Real Estate Investment Management, LLC manages 6 private funds with combined gross assets of $1.5 billion.
How many employees does Penwood Real Estate Investment Management, LLC have?
Penwood Real Estate Investment Management, LLC reports 18 employees.
Where is Penwood Real Estate Investment Management, LLC located?
Penwood Real Estate Investment Management, LLC is based in West Hartford, CT and has been SEC-registered since 2005.
Does Penwood Real Estate Investment Management, LLC disclose fund performance?
Penwood Real Estate Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 Isham Road, 4th Floor, West Hartford, CT 06107 |
| Phone | 860-218-6530 |
| Fax | 860-218-6540 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.47B▼ 5%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,306 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,030 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$1.47Bregulatory AUM
Discretionary $1.47B
Service providers
Auditor
Custodian