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| Patient Capital Management LLC
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|
|---|---|
| CRD # | 307336 |
| SEC # | 801-118170 |
| CIK # | 0001854794 |
| AUM | $2.5 B (2026-03-27) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 410-454-3104 |
| Address | One South Street, Suite 2101 Baltimore, MD 21202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royalty Pharma PLC | 0.2 | ||
| Citigroup Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Silversun Technologies Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| UnitedHealth Group Inc | 0.1 | ||
| Energy Transfer Equity LP | 0.1 | ||
| Norwegian Cruise Line Holdings Ltd | 0.1 | ||
| Seadrill Ltd | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Patient Partners LP | [2021-02-19] | 134.5 | 207.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.3 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 2.5 |
| By Discretionary | ||
| Discretionary | 6 | 2.5 |
| Non-Discretionary | 1 | 0.0 |
| Total | 7 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 7 | 2.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Patient Partners GP LLC | 1 | 1 | ||
| Samantha McLemore | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001854794] | |
| SC 13G | [0001854794] |
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|---|---|---|
|
Osborne Partners Capital Management LLC
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|
CA | 2.7 |
|
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NY | 2.6 |
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CA | 2.6 |
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NE | 2.4 |
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Swan Global Management LLC
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PR | 2.4 |
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NY | 2.4 |
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CA | 2.4 |