Patrick Capital Management

Overview

Patrick Capital Management is a small, sole-proprietor advisory practice that serves individual and family clients with portfolio management and insurance brokerage services. The firm charges a percentage-of-AUM advisory fee and also generates revenue from commissions—consistent with its listed activity as an insurance broker and its use of annuities. Client-facing work appears focused on individuals and small businesses rather than institutional mandates. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives