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| Patriot Investment Management Group Inc
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|---|---|
| CRD # | 112155 |
| SEC # | 801-55500 |
| CIK # | 0001773830, 0001799128, 0001687005 |
| AUM | 1,906.9 M (2026-03-05) |
| Employees | 25 (64% Investors, 0% Brokers) |
| Phone | 865-777-2479 |
| Address | 9721 Cogdill Road Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001773830 0001799128 0001687005 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,190 | 327.3 |
| (b) Individuals (high net worth individuals) | 328 | 1,271.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 4.6 |
| (h) Charitable organizations | 15 | 273.4 |
| (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 | 22 | 30.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,197 | 1,906.9 |
| By Discretionary | ||
| Discretionary | 4,142 | 1,899.8 |
| Non-Discretionary | 55 | 7.1 |
| Total | 4,197 | 1,906.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,905.9 | |
| Total | 4,197 | 1,906.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001687005] | |
| 13F-HR | [0001773830] | |
| D | [0001799128] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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1,905.1 M | |
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