Patrumin Investors, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 170454
- Website
- patrumin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.37%
- Individuals22.52%
- Other Investment Advisers2.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Patrumin Investors, LLC is a small, privately owned limited liability advisory firm that provides discretionary portfolio management to both high-net-worth individuals and institutional clients. The firm’s declared advisory activities include portfolio management for individuals and small businesses as well as for businesses or institutions. Compensation is on a percentage-of-assets-under-management basis. Patrumin does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Samuel Dedio
Founder & Managing PartnerCRD 2648450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- Airport Professional Ctr Air Rd
- Time zone
- ET (UTC-5)
- Office locations
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