Patterson Partners Ltd.

RIASEC RegisteredEst. 2019
Total AUM
$31.5M
Discretionary
$31.5M
100% of AUM
Avg account
$1.3M
Accounts
24
Employees
4
Advisory reps
3

Firm details

Headquarters
Hamilton,
CRD number
305859
Registered since
December 13, 2019
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 16%, Cash & Cash Equivalents 5%, US Government Bonds 3%, Investment Grade Corp Bonds 2%, Derivatives 1%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%
  • Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Curtis Patterson

    Curtis Patterson

    Financial AnalystCRD 8058336

  • Jeffrey Patterson

    Jeffrey Patterson

    PresidentCRD 7186056

  • Jennifer Patterson

    Jennifer Patterson

    Managing DirectorCRD 2091436

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hamilton, null

Location

Hamilton, null

Headquartered in Hamilton, null.

Address
22 Queen St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth