Patterson Partners Ltd.

RIASEC RegisteredEst. 2019

Total AUM

$31.5M

Discretionary

$31.5M

100% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hamilton,
CRD number: 305859
Registered since: December 13, 2019
Website: www.pattersonpartnersltd.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.95%
Individuals6.84%
Charitable Organizations1.21%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Patterson Partners Ltd. is an independent registered investment advisor (RIA) that has been operational since its SEC registration in 2019. The firm primarily serves individual and family clients, as well as institutional investors. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm does not actively engage in ESG investing and operates without the designation of a multi-state adviser.