Investment adviser · CRD 110735
PATTERSON & ASSOCIATES
Investment adviser filing (IA)
PATTERSON CAPITAL MANAGEMENT LP
AUSTIN, TX, United States · Form ADV filed Mar 15, 2021
- Regulatory AUM
- $7.06B Form ADV · Item 5.F
- Client accounts
- 51 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 51 | $7,056,694,747 | 100.0% |
Filing source
Form ADV 1505533 · Mar 15, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2021. View historical filings
Reported services
Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
BARTON OAKS PLAZA II, 901 S. MOPAC, SUITE 195AUSTIN, TX, 78746, United States
CRD 110735
Filing source
Form ADV 1505533 · Mar 15, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.