Patrick Capital Markets, LLC

Overview

Patrick Capital Markets, LLC is organized as a limited liability company and has been SEC-registered since 1985. FINTRX classifies the firm as unclassified and records its owner type as a combination of a domestic entity and an individual. The snapshot data indicates the firm is not a capital allocator, is not active on ESG investing, and is not identified as a multi-state or newly formed adviser. FINTRX also marks the firm as not serving in a pension consultant role and not listed as a related adviser. The firm did not provide detail to FINTRX about its core business activities, advisory offerings, or client segments, so there is no public profile in FINTRX of its investment mandate, service models, or target client types.

Assets & Accounts

Investments & Alternatives

Location & Offices