Patricof Co

RIASEC RegisteredEst. 2024
Total AUM
$264M
Discretionary
$264M
100% of AUM
Avg account
$7.5M
Accounts
35
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
320902
Registered since
March 29, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Patricof Co. is a private equity–focused LLC that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm operates as sponsor, general partner and managing member of pooled vehicles rather than acting as a broad capital allocator. Its fee mix includes AUM-based charges, fixed fees and performance-linked compensation. Patricof Co. is not positioned as an ESG-focused manager, and its regulatory profile indicates SEC registration in 2024.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Mark Patricof

    Mark Patricof

    Founder & CEOCRD 5557461

Contacts

1 of 1
  • Gregory Kronenfeld

    Director of OperationsCRD 5356028

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
34 E 51st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth