PATRIOT MULLARE ASSOCIATES, INC

Overview

Patriot Mullare Associates, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first approach: the largest share of client assets sits in exchange-traded equities, and the firm shows a clear preference for public-market equity exposure as the core of client portfolios. With a limited client base and a percentage-of-AUM fee model, the firm appears to operate a high-touch service model, managing mostly discretionary mandates and tailoring equity exposure through a blend of listed ETFs and individual stocks. Patriot Mullare does not identify as an active ESG investor and is not registered as a multistate adviser. Its owner structure is individual-led and the adviser is classified outside standard capital allocator roles, meaning the firm primarily implements public-market strategies for private clients rather than directly sourcing or managing private capital vehicles.

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Public Holdings

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Location & Offices