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| The Patten Group Inc
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| |
|---|---|
| CRD # | 168255 |
| SEC # | 801-78354 |
| CIK # | 0001633207 |
| AUM | $531.3 MM (2024-02-28) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 423-531-0360 |
| Address | 832 Georgia Avenue Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| KO | 270.0 | 0.0 | |
| V | 419.3 | 0.0 | |
| KMB | 44.7 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| ETN | 51.6 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 82.2 |
| (b) Individuals (high net worth individuals) | 138 | 417.0 |
| (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 | 2 | 10.8 |
| (h) Charitable organizations | 6 | 13.9 |
| (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 | 2 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,267 | 531.3 |
| By Discretionary | ||
| Discretionary | 1,266 | 528.9 |
| Non-Discretionary | 1 | 2.4 |
| Total | 1,267 | 531.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 530.1 | |
| Total | 1,267 | 531.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633207] |
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|---|---|---|
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