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| Patten and Patten Inc
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| CRD # | 105414 |
| SEC # | 801-11499 |
| CIK # | 0001044905 |
| AUM | 2,210.8 M (2026-03-16) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 423-756-3480 |
| Address | 555 Walnut Street Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 157.7 | ||
| Alphabet Inc | 57.9 | ||
| Microsoft Corp | 55.3 | ||
| AbbVie Inc | 34.9 | ||
| J P Morgan Chase & Co | 34.4 | ||
| Smurfit Westrock Ltd | 30.9 | ||
| Visa Inc | 29.7 | ||
| United Technologies Corp /DE/ | 28.5 | ||
| Wal Mart Stores Inc | 27.2 | ||
| Progressive Corp/Oh/ | 26.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | P&P Port Royal Investors LP | 2012-03-29 | 0.1 M | |
| PE | P&P River II Associates LP | 2012-03-29 | 0.0 M | |
| PE | P&P River III Associates LP | 2012-03-29 | 0.0 M | |
| PE | P&P SSF LLC | 2012-03-29 | 0.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 0.1 |
| (b) Individuals (high net worth individuals) | 596 | 1.9 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 24 | 0.1 |
| (i) State or municipal government entities | 1 | 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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,156 | 2.2 |
| By Discretionary | ||
| Discretionary | 2,154 | 2.2 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,156 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,156 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001044905] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| LEI | 5493006GKGOFDNDEXF42 |
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