Patel Capital Management
RIAState Registered
Total AUM
$20M
Discretionary
$17M
85% of AUM
Avg account
$667K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332403
- Registered since
- September 13, 2024
- Website
- www.patelcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Patel Capital Management is an independent, California-registered limited liability company that advises individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation is primarily a percentage of assets under management, with hourly charges available for certain engagements. The adviser does not identify as an ESG investor, and it is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds10%
- Private Funds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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