Patient Square Capital, LP

RIASEC RegisteredEst. 2021
Total AUM
$17.5B
Discretionary
$17.5B
100% of AUM
Avg account
$584M
Accounts
30
Employees
97
Advisory reps
4

Firm details

Headquarters
Menlo Park, California
CRD number
312203
Registered since
March 15, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Patient Square Capital, LP is organized as a limited partnership and operates primarily as a private equity investment manager for institutional clients. The firm is SEC-registered (since 2021) and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for fund structures. Its compensation combines AUM-based fees with performance-linked carry. Patient Square identifies as an active ESG investor and lists broker-dealer and sponsor, GP, and managing-member roles among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Christopher Wade

    Partner and Chief Financial OfficerCRD 8230419

  • Carolyn Greenwalt

    Carolyn Greenwalt

    Chief Compliance OfficerCRD 7146911

Contacts

2 of 2
  • James Momtazee

    James Momtazee

    Managing PartnerCRD 2539933

  • Adam Fliss

    Adam Fliss

    Founding PartnerCRD 6931448

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
2884 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth