Patron Partners, LLC

RIASEC Registered

Total AUM

$326M

Discretionary

$326M

100% of AUM

Avg account

$524K

Accounts

621

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 310629
Registered since: September 21, 2020
Website: www.patronpartnersadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.78%
Individuals11.32%
Corporations / Businesses5.83%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Patron Partners, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm advises both individual and institutional clients and functions as a capital allocator, combining in-house portfolio management with selection of outside managers. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational workshops. Patron Partners also operates as an insurance broker and charges clients via percentage of AUM, hourly fees, and fixed-fee arrangements. The firm does not position itself as an active ESG investor.