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| Patron Partners LLC
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|---|---|
| CRD # | 310629 |
| SEC # | 801-119522 |
| CIK # | 0001841768 |
| AUM | 325.7 M (2026-04-28) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 971-371-3450 |
| Address | 11700 Katy Freeway Houston, TX 77079 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prosperity Bancshares Inc | 15.6 | ||
| Nvidia Corp | 9.5 | ||
| Apple Inc | 9.5 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| Amazon Com Inc | 5.8 | ||
| Lilly Eli & Co | 5.2 | ||
| Microsoft Corp | 4.8 | ||
| Broadcom Inc | 3.9 | ||
| Chevron Corp | 3.4 | ||
| Amgen Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 36.9 |
| (b) Individuals (high net worth individuals) | 86 | 269.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 5 | 19.0 |
| (n) Other | 0 | 0.0 |
| Total | 621 | 325.7 |
| By Discretionary | ||
| Discretionary | 621 | 325.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 621 | 325.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.7 | |
| Total | 621 | 325.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841768] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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