PATRIA CAPITAL PARTNERS LLP

RIASEC RegisteredEst. 2007
Total AUM
$3.3B
Discretionary
$3B
91% of AUM
Avg account
$122M
Accounts
27
Employees
75
Advisory reps
4

Firm details

Headquarters
EDINBURGH,
CRD number
144651
Registered since
October 19, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Patria Capital Partners LLP is a limited liability partnership focused on private fund management and institutional clients. The firm is registered with the SEC (since 2007) and is classified as a private equity fund manager that also functions as a commodity pool operator/commodity trading advisor (CPO/CTA). It provides portfolio management for pooled investment vehicles and for businesses or institutional investors, and it serves as sponsor/GP or managing member for pooled vehicles. Fee arrangements include both asset-based (percentage of AUM) and performance-based compensation. The firm is identified as an active ESG investor and its ownership is noted as a combination of a foreign entity and an individual. Patria maintains a range of industry affiliations beyond advisory activities, including relationships with broker-dealers, insurance companies and pension consultants, and it is not structured as a capital allocator. It is not a multi-state adviser and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • James Bryden

    Chief Operating OfficerCRD 7524124

  • Nicholas Whitfield

    Chief Compliance OfficerCRD 7592116

Contacts

2 of 2
  • Marco Dippolito

    CRD 8240417

  • Merrick McKay

    PartnerCRD 7598742

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

EDINBURGH, null

Location

EDINBURGH, null

Headquartered in EDINBURGH, null.

Address
New Clarendon House
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth