PATIENT SQUARE CAPITAL, LP
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 312203
- Registered since
- March 15, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Patient Square Capital, LP is a limited partnership organized as a private equity fund that primarily serves institutional investors. The firm is SEC-registered (since 2021) and operates as an active manager and sponsor of pooled investment vehicles; its advisory activity centers on portfolio management for those funds. Compensation combines an asset-based fee with performance-linked fees, reflecting a typical private-equity carry structure. Patient Square reports being an active ESG investor and lists roles that include general partner, managing member and sponsor of pooled vehicles, and broker-dealer affiliations.
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
Owners & executives
2 of 2Christopher Wade
Partner and Chief Financial OfficerCRD 8230419
Carolyn Greenwalt
Chief Compliance OfficerCRD 7146911
Contacts
2 of 2JAMES MOMTAZEE
Managing PartnerCRD 2539933
ADAM FLISS
Founding PartnerCRD 6931448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2884 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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