PATRICK CAPITAL MANAGEMENT

Overview

Patrick Capital Management is a small, domestic sole proprietorship focused on portfolio management for individual and family clients alongside insurance brokerage. The firm runs a fee model that combines a percentage-of-AUM advisory fee with commission-based revenue, reflecting its mixed advisory and insurance activities. Investment posture is equity‑tilted, with a preference for exchange‑traded equities and ETFs as the primary building blocks of client portfolios. Given the presence of alternative allocations and insurance products in its lineup, the firm appears to blend traditional long‑only equity exposure with income and inflation‑sensitive strategies accessed through third‑party managers and insurance vehicles. Patrick Capital Management does not position itself as an ESG investor, and it serves a relatively concentrated client base of individuals and families rather than institutional or pension clients. Advisory services are targeted at individual and small business portfolios, and the business model supports both discretionary portfolio management and commissionable insurance/annuity placements.

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Public Holdings

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Location & Offices