PPrivate Fund Data Log in Join · $37/mo

Patrick Mauro Investment Advisor, Inc.

● SEC registered since 2018CRD 122742SEC# 801-113346
Export (members)
Reg. AUM
$196.2M
Employees
4
Accounts
289
Location
—

Patrick Mauro Investment Advisor, Inc. assets under management

Patrick Mauro Investment Advisor, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $196.2 million in regulatory assets under management and employs 4 people.
mauroinvestor.comView on SEC.gov ↗

Patrick Mauro Investment Advisor, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Anita Bryant MauroChief Compliance Officer & Chief Operating OfficerUnder 5%2021
Mary Ellen MauroSecretaryUnder 5%1996
Patrick John Mauro ControlPresident & Chief Executive OfficerOver 75%1996

Frequently asked questions

How much does Patrick Mauro Investment Advisor, Inc. manage?

Patrick Mauro Investment Advisor, Inc. reports $196.2 million in regulatory assets under management on its Form ADV.

How many employees does Patrick Mauro Investment Advisor, Inc. have?

Patrick Mauro Investment Advisor, Inc. reports 4 employees.

Does Patrick Mauro Investment Advisor, Inc. disclose fund performance?

Patrick Mauro Investment Advisor, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(630) 789-3374
Office hours8:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.2M
Non-discretionary$0
Total (RAUM)$196.2M