THE PATTERSON CAPITAL CORPORATION
  • THE PATTERSON CAPITAL CORPORATION
  • PATTERSON CAPITAL CORP

Adviser Profile

As of Date 04/24/2024
Registration status Terminated
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 978,415,976 -1%
of that, discretionary 978,415,976 -1%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 97,841,598 -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 886M 665M 443M 222M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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