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 a privately owned LLC that operates as a hedge fund-style adviser. The firm registered with the SEC in 2020 and is structured to provide both managed accounts and pooled vehicles. Its client base spans high-net-worth individuals and families as well as institutional clients. The firm is registered and active as a CPO/CTA and lists sponsor/GP/managing member roles for pooled investment vehicles, in addition to providing portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Compensation follows a mix of a percentage-of-AUM fee and performance-based fees, consistent with a hedge-fund orientation. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser or related adviser in the filing data.