Patrumin Investors, LLC

RIASEC Registered
Total AUM
$23.8M
Discretionary
$23.8M
100% of AUM
Avg account
$476K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
Naples, Florida
CRD number
170454
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI75.37%
  • Individuals22.52%
  • Other Investment Advisers2.11%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Patrumin Investors, LLC is a small, privately owned limited liability advisory firm that provides discretionary portfolio management to both high-net-worth individuals and institutional clients. The firm’s declared advisory activities include portfolio management for individuals and small businesses as well as for businesses or institutions. Compensation is on a percentage-of-assets-under-management basis. Patrumin does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 94%, Cash & Cash Equivalents 4%, Public Funds/Mutual Funds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents4%
  • Public Funds/Mutual Funds1%

Contacts

1 of 1
  • Samuel Dedio

    Samuel Dedio

    Founder & Managing PartnerCRD 2648450

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
Airport Professional Ctr Air Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth