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 organized as a limited liability company and operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as portfolio manager and often takes sponsor/GP or managing-member roles in the vehicles it runs, signaling an operational involvement beyond capital allocation. Its fee model combines AUM-based charges, fixed fees and performance-based fees, consistent with a manager that both runs funds and participates in carried-interest economics. Investment preferences center on private-market strategies. The firm allocates capital to direct and fund-level private equity and venture exposures, and it also deploys capital through private placements and real estate vehicles. Commodities are listed among the asset types it uses, suggesting opportunistic exposure outside traditional equities and bonds. Patricof Co. is registered with the SEC in 2024, defines its client base as institutional, and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth