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PATTERSON PARTNERS LTD.
CRD 305859 · SEC 801-117659
22 QUEEN STREET, 4TH FLOOR, HAMILTON, TX, HM 11, Bermuda
Phone
441-296-3528
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$31.5M
Discretionary AUM
$31.5M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2025-09-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.2M |
| High net worth individuals | 9 | $29.0M |
| Charitable organizations | 1 | $381K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD