PATIENT CAPITAL MANAGEMENT, LLC

CRD 307336 · SEC 801-118170

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ONE SOUTH STREET, SUITE 2101, BALTIMORE, MD, 21202, United States

Phone

410 454 3104

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.50B

Discretionary AUM

$2.50B

Team

10 total employees; 4 advisory reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)UMA MODEL PROGRAMS

Client types

Type	Clients	AUM
High net worth individuals	2	$89.5M
Investment companies	1	$1.86B
Pooled investment vehicles	1	$207.2M
State/municipal entities	1	$296.4M
Other investment advisers	2	$45.2M

States served

MD, MO

All web addresses on file

https://patientcapitalmanagement.com/
https://www.linkedin.com/company/patient-capital-management-llc
https://x.com/PatientCM
https://www.youtube.com/@PatientCapitalManagement

Official SEC filing: View on IAPD