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 a limited partnership organized as a private equity fund that primarily serves institutional investors. The firm is SEC-registered (since 2021) and operates as an active manager and sponsor of pooled investment vehicles; its advisory activity centers on portfolio management for those funds. Compensation combines an asset-based fee with performance-linked fees, reflecting a typical private-equity carry structure. Patient Square reports being an active ESG investor and lists roles that include general partner, managing member and sponsor of pooled vehicles, and broker-dealer 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

    Chief Compliance OfficerCRD 7146911

Contacts

2 of 2
  • JAMES MOMTAZEE

    Managing PartnerCRD 2539933

  • 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