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| Patriot Financial Manager LP
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|---|---|
| CRD # | 159818 |
| SEC # | 801-73715 |
| CIK # | 0002079601, 0002079600 |
| AUM | 1,129.8 M (2026-03-24) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 215-399-4650 |
| Address | Four Radnor Corporate Center Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Patriot Financial Partners Parallel IV LP | [2023-03-28] | 34.9 M | 47.3 M |
| Offered $300,000,000 · Filed 2023-05-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $265,150,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Patriot Financial Partners IV LP | [2022-03-24] | 374.1 M | 296.6 M |
| Offered $400,000,000 · Filed 2018-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $125,000 · Remaining $25,900,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Patriot Freedom Fund LP | [2020-03-26] | 5.4 M | 9.2 M |
| Filed 2021-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Patriot Financial Partners III LP | [2018-03-29] | 374.1 M | 704.8 M |
| Offered $400,000,000 · Filed 2018-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $125,000 · Remaining $25,900,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Patriot Financial Partners II LP | [2014-03-17] | 262.4 M | 72.6 M |
| Offered $293,000,000 · Filed 2015-07-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $30,614,692 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Patriot Financial Partners Parallel II LP | [2014-03-17] | 30.6 M | 8.5 M |
| Offered $293,000,000 · Filed 2015-07-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $262,385,308 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Patriot Financial Partners LP | [2012-02-14] | 70.1 M | |
| PE | Patriot Financial Partners Parallel LP | [2012-02-14] | 12.3 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1,129.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 5 | 1,129.8 |
| By Discretionary | ||
| Discretionary | 5 | 1,129.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,129.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,129.8 | |
| Total | 5 | 1,129.8 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York City Board of Education Retirement System | |
| New York City Employees' Retirement System | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ira Lubert | Executive Officer | 62 | 7 | |
| Jeffrey Miller | Executive Officer | 71 | 6 | |
| James Lynch | Executive Officer | 25 | 4 | |
| W Wycoff | Executive Officer | 23 | 2 | |
| James Deutsch | Executive Officer | 21 | 2 | |
| Patriot Financial Partners GP IV | Executive Officer | 2 | 2 | |
| LP Patriot Financial Partners GP II | Executive Officer | 2 | 1 | |
| Patriot Financial Partners II GP | Executive Officer | 2 | 1 | |
| Patriot Financial Partners GP II | Executive Officer | 2 | 1 | |
| LP Patriot Financial Partners II GP | Executive Officer | 2 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0002079600] | |
| 4 | [0002079601] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 0001431719 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
USCB Financial Holdings Inc USCB
Class A Voting Common Stock
|
2026-02-05 | Option exercise | 7,500 | $7.50 | 56,250 |
|
USCB Financial Holdings Inc USCB
Option to Purchase Class A Voting Common Stock · derivative
|
2026-02-05 | Option exercise | 7,500 | $0.00 |
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