PATIENT CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$358M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BALTIMORE, Maryland
CRD number: 307336
Registered since: March 5, 2020
Website: patientcapitalmanagement.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies74.49%
State / Municipal Government11.85%
Pooled Investment Vehicles8.28%
HNWI3.58%
Other Investment Advisers1.81%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Patient Capital Management, LLC is an SEC-registered limited liability company organized as a hedge-fund style adviser. Registered in 2020, the firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. It operates with a hedge-fund fee model—charging a percentage of assets under management and performance-based fees—and also acts in commodity-related roles (registered as a CPO/CTA). Its advisory remit covers portfolio management for individuals and small businesses, investment companies, pooled vehicles, and businesses or institutions. The firm does not identify as an active ESG investor.