The Patriot Group LLC

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Assets, Funds, Holdings

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The Patriot Group LLC
CRD #156727
SEC #801-74156
CIK #0001773830, 0001799128, 0001687005
AUM
Employees 8 (100% Investors, 0% Brokers)
Phone203-852-6000
Address1120 Post Road
Darien, CT 06820
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
15012090603002010201420192024
Sector Form 13F Holdings Value ($M)
Apple Inc 7.6
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
1500120090060030002018202020232026
Type Form D Funds Date Sold ($M) AUM ($M)
HF OHP Directed Credit Fund LLC 2012-02-14 21.7
HF PFM Revere Fund LLC 2012-02-14 0.5
HF The Washington Special Opportunity Fund LLC 2012-02-14 38.3
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0.0
(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 6 113.3
By Discretionary
Discretionary 6 113.3
Non-Discretionary 0 0.0
Total 6 113.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 113.3
Total 6 113.3
EDGAR Form CIK 2011 - 2025
D [0001687005]
13F-HR [0001773830]
D [0001799128]
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tony@aum13f.com