PATRON PARTNERS, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 310629
- Registered since
- September 21, 2020
- 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
FINTRXOverview
Patron Partners, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. SEC registration dates to 2020 and the firm is owner-operated. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, and educational workshops. The firm also functions as an insurance broker and charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Patron Partners does not identify as an active ESG investor.
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
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents14%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1RICHARD FIGUEROA
Chief Executive Officer, PartnerCRD 2960549
Contacts
2 of 2ASHLEIGH SWAYZE
Managing MemberCRD 4632543
STEPHEN CATON
Managing PartnerCRD 1199559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$46.1M in ETFs
69%
$31.6M
31%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $6.9M | 23,006 | 14.91% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 11700 Katy Fwy
- Time zone
- CT (UTC-6)
- Office locations
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