|
⚲
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| Patterson Partners Ltd
✚
|
|
|---|---|
| CRD # | 305859 |
| SEC # | 801-117659 |
| CIK # | |
| AUM | $18.0 MM (2022-10-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 441-296-3528 |
| Address | 3 Mill Creek Road Pembroke, Bermuda |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.8 |
| (b) Individuals (high net worth individuals) | 10 | 16.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 18.0 |
| By Discretionary | ||
| Discretionary | 14 | 18.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 18.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.3 | |
| United States Persons | 1.7 | |
| Total | 14 | 18.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lowell Road Asset Management Inc
✚
|
NY | 0.0 |
|
Savvi Financial LLC
✚
|
MA | 0.0 |
|
Maderer Keith Daniel
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|
NY | 0.0 |
|
Emergingwealth Investment Management Inc
✚
|
PA | 0.0 |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 0.0 |
|
IA Private Wealth USA Inc
✚
|
0.0 | |
|
Cubetech Capital LLC
✚
|
0.0 | |
|
Advanced Advisor Group LLC
✚
|
MN | 0.0 |
|
ML Wealth LLC
✚
|
NY | 0.0 |
|
Streetbeat LLC
✚
|
CA | 0.0 |