Patria Private Equity (Europe) Limited

RIASEC RegisteredEst. 2023
Total AUM
$8B
Discretionary
$7.9B
98% of AUM
Avg account
$174M
Accounts
46
Employees
70
Advisory reps
4

Firm details

Headquarters
Edinburgh,
CRD number
318769
Registered since
August 28, 2023
Custodians
SOCIETE GENERALE - LUXEMBOURG
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles55.92%
  • State / Municipal Government21.07%
  • Pension & Profit Sharing Plans13.79%
  • Insurance Companies6.14%
  • Corporations / Businesses2.11%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Patria Private Equity (Europe) Limited is organized as a corporation and operates as a private equity fund adviser focused on institutional clients. Registered with the SEC in 2023, the firm provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Its compensation combines asset-based fees and performance-linked fees. The firm identifies as an active ESG investor and reports ownership structure that includes foreign-entity and individual stakeholders. In its regulatory and industry footprint Patria has affiliations spanning broker-dealer relationships, other investment advisory roles, commodity pool/CTA activity, insurance company work, pension consulting, and sponsor/GP roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

2 of 2
  • Nicholas Whitfield

    Nicholas Whitfield

    Chief Compliance OfficerCRD 7592116

  • James Bryden

    Chief Operating OfficerCRD 7524124

Contacts

2 of 2
  • Marco Dippolito

    CRD 8240417

  • Merrick McKay

    Merrick McKay

    PartnerCRD 7598742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
New Clarendon House
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth