|
⚲
|
| Patten and Patten Inc
✚
| |
|---|---|
| CRD # | 105414 |
| SEC # | 801-11499 |
| CIK # | |
| AUM | $1.9 BB (2024-03-26) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 423-756-3480 |
| Address | 555 Walnut Street Chattanooga, TN 37402 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | P&P Port Royal Investors LP | 2012-03-29 | 0.1 | |
| PE | P&P River II Associates LP | 2012-03-29 | 0.0 | |
| PE | P&P River III Associates LP | 2012-03-29 | 0.0 | |
| PE | P&P SSF LLC | 2012-03-29 | 0.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 638 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.0 |
| (h) Charitable organizations | 32 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,025 | 1.7 |
| By Discretionary | ||
| Discretionary | 1,927 | 1.7 |
| Non-Discretionary | 98 | 0.1 |
| Total | 2,025 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 2,025 | 1.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ohana Advisors Management LLC
✚
|
CA | 2.1 |
|
S & Co Inc
✚
|
MA | 2.1 |
|
Strategies Wealth Advisors LLC
✚
|
MI | 2.0 |
|
Grey Street Capital LLC
✚
|
IL | 2.0 |
|
Breed's Hill Capital LLC
✚
|
MA | 2.0 |
|
Callan Capital LLC
✚
|
CA | 1.9 |
|
RAGA Partners LP
✚
|
NY | 1.7 |
|
Foster Dykema Cabot & Partners LLC
✚
|
MA | 1.7 |
|
Abacus Planning Group Inc
✚
|
SC | 1.7 |
|
Requisite Capital Management LLC
✚
|
TX | 1.7 |