PATRIOT FINANCIAL MANAGER, L.P.
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 159818
- Registered since
- March 12, 2012
- Website
- www.patriotfp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JAMES MURPHY
Chief Financial OfficerCRD 6457190
MICHELLE VAUGHN
Chief Compliance OfficerCRD 1979315
Contacts
3 of 6WALTER WYCOFF
Managing PartnerCRD 1437327
MITCHELL HOLLIN
PartnerCRD 1322948
HOWARD ROSS
PartnerCRD 6011975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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