PATIENT CAPITAL HOLDINGS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
342157

Firm profile

FINTRX

Overview

Patient Capital Holdings, LLC is organized as a limited liability company and is owned by an individual. The firm’s footprint in public regulatory records is minimal: it is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not characterized as a capital allocator or pension consultant. Its primary operating role appears to be as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory firm serving retail advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Saharsh Patel

    CRD 8262966

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
5005 W Laurel St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth