Patel Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 332403
- Registered since
- September 13, 2024
- Website
- www.patelcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Patel Capital Management is an independent, LLC-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves individual and family clients, delivering financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and third‑party manager selection. Fee arrangements include a percentage of assets under management and hourly charges. Patel acts as a capital allocator, sourcing outside managers where appropriate, and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds10%
- Private Funds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Shailesh Patel
CCOCRD 4593743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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