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firm profile

Penwood Real Estate Investment Management, LLC

RIA West Hartford, CT CRD 130289 Last verified October 2026

Overview

Penwood Real Estate Investment Management, LLC is an SEC registered investment adviser based in West Hartford, CT, registered since 2005. It reports $1.5B in assets under management across 6 accounts, with 18 employees.

Reported AUM
$1.5B
Discretionary
100%
Accounts
6
Employees
18
Registered since
2005
Jurisdictions
2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Client types
  • Pooled Investment Vehicles
Fee structure
Other Fees and Performance-Based Fees

Executive officers 3 of 6

  • Christine Marie Kubas Managing Director CRD 7245466
  • Zachary Higgins Flynn Managing Director CRD 7245465
  • Joseph John Koziol Chief Compliance Officer, Chief Financial Officer CRD 1868177

3 more executive officers, with direct contact details

Location

Headquarters
75 Isham Rd Fl 4
West Hartford, CT 06107
County
Capitol
Metro area
Hartford-East Hartford-Middletown, CT
Region
Northeast

Registrations

  • SEC registered
  • Registered in 2 jurisdictions
  • Website: penwoodre.com

Every state, with registration dates

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