MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
B60
CRD 107396·SEC 801-40578·ALEXANDRIA, VA
AUM
$204.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$613K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $77.1M
'21 · $99.3M
'22 · $122.0M
'23 · $172.8M
'25 · $174.3M
'26 · $204.4M
'20'26
$77.1M → $204.4M▲ +165%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
277 SOUTH WASHINGTON STREETSUITE 340ALEXANDRIA, VA 22314
Business
277 SOUTH WASHINGTON STREETSUITE 340ALEXANDRIA, VA 22314
Edgar Recent Filings
13F-HR2026-04-28 · 0001999371-26-009199
13F-HR2026-02-09 · 0001999371-26-002883