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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Patterson Partners Ltd
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|---|---|
| CRD # | 305859 |
| SEC # | 801-117659 |
| CIK # | |
| AUM | $27.2 M (2025-04-08) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 441-296-3528 |
| Address | 22 Queen Street Hamilton, Bermuda |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.9 |
| (b) Individuals (high net worth individuals) | 6 | 22.9 |
| (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 | 23 | 27.2 |
| By Discretionary | ||
| Discretionary | 22 | 27.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 23 | 27.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.2 | |
| United States Persons | 13.0 | |
| Total | 23 | 27.2 |
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|---|---|---|
|
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✚
|
NY | 0.0 |
|
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|
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0.0 | |
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|
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|
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|
NY | 0.0 |
|
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|
0.0 | |
|
DUB Advisors LLC
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|
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|
Advanced Advisor Group LLC
✚
|
MN | 0.0 |