| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Patriot Financial Partners III, L.P. | Private Equity | $627.3M | $1M |
| Patriot Financial Partners IV, LP | Private Equity | $291.7M | $1M |
| Patriot Financial Partners II, L.P. | Private Equity | $114.1M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Howard David Ross | Limited Partner | 5-10% | 2007 |
| IRA Mark Lubert | Limited Partner | 10-25% | 2007 |
| James Joseph Lynch Control | Limited Partner | 25-50% | 2007 |
Patriot Financial Manager, L.P. reports $1.1 billion in regulatory assets under management on its Form ADV.
Patriot Financial Manager, L.P. manages 5 private funds with combined gross assets of $1.1 billion.
Patriot Financial Manager, L.P. reports 17 employees.
Patriot Financial Manager, L.P. is based in Radnor, PA and has been SEC-registered since 2012.
Patriot Financial Manager, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Four Radnor Corporate Center, 100 Matsonford Road Suite 210, Radnor, PA 19087 |
| Phone | 215-399-4650 |
| Office hours | 9 a.m. - 5p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.09B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.09B |