PATRIOT FINANCIAL MANAGER, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$226M
Accounts
5
Employees
16
Advisory reps
8

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
159818
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Patriot Financial Manager, L.P. is a limited partnership operating as a private equity fund that provides portfolio management for pooled investment vehicles. Registered with the SEC in 2012, the firm serves an institutional client base and functions as sponsor/GP/managing member of pooled vehicles rather than acting as a multi-manager capital allocator. Its compensation includes both a percentage-of-assets fee component and performance-based fees. The firm is not an active ESG investor and is not registered as a multi-state adviser. Its primary business activity is managing private funds and related pooled vehicles on behalf of institutional investors.

Assets & Accounts

Public Holdings

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

2 of 2
  • JAMES MURPHY

    Chief Financial OfficerCRD 6457190

  • MICHELLE VAUGHN

    Chief Compliance OfficerCRD 1979315

Contacts

3 of 6
  • WALTER WYCOFF

    Managing PartnerCRD 1437327

  • MITCHELL HOLLIN

    PartnerCRD 1322948

  • HOWARD ROSS

    PartnerCRD 6011975

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RADNOR, PA

DELAWARE

Location

RADNOR, PA

Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
4 Radnor Corporate Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth