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PATRIOT FINANCIAL MANAGER, L.P.

CRD 159818 · SEC 801-73715

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FOUR RADNOR CORPORATE CENTER, 100 MATSONFORD ROAD SUITE 210, RADNOR, PA, 19087, United States

Phone

215-399-4650

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.13B

Discretionary AUM

$1.13B

Team

16 total employees; 14 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; DIRECTOR FEES

Org form

Limited Partnership

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles5$1.13B

States served

PA

All web addresses on file

Official SEC filing: View on IAPD