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Longhe Cao

Pennington Partners & Co., LLC

Bethesda, MD

CRD 8133512

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Employer firm

Pennington Partners & Co., LLC CRD 282688

$5.09B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pennington Partners & Co., Llc

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-13
  • MD RA
    APPROVED
    Since 2025-10-13

Branch Locations

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pennington Partners & Co., Llc Bethesda MD 07/2025 Present
Student Nashville TN 09/2009 05/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-11
  • S65 Uniform Investment Adviser Law Examination
    2025-10-11

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
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