PATRUMIN INVESTORS, LLC

Overview

Patrumin Investors, LLC is a small, privately owned advisory firm that focuses on discretionary portfolio management for both individuals/families and institutional/business clients. The firm operates under a percentage-of-assets fee model and is run as a limited liability company with an individual owner. Its stated client mix includes private individuals and families as well as institutional relationships; services are centered on portfolio management rather than pension consulting or multi-state advisory programs. Investment positioning is equity-first: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios. It is not an active ESG investor and does not present itself as a multi-state or capital-allocating organization. Advisory activity concentrates on managing separate portfolios for small businesses and individual clients, with discretionary authority over the assets it oversees.

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Public Holdings

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Location & Offices