PPrivate Fund Data Log in Join · $37/mo

Patron Partners, LLC

● SEC registered since 2020CRD 310629SEC# 801-119522Houston, TX
Export (members)
Reg. AUM
$349.2M
Employees
6
Accounts
659
Location
Houston, TX

Patron Partners, LLC assets under management

Patron Partners, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2020. It reports $349.2 million in regulatory assets under management and employs 6 people.

Patron Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Michelle Lea Eldridge ControlChief Compliance OfficerUnder 5%2023
Richard Scott Figueroa ControlManaging Member50-75%2020
Stephen Francis Caton ControlManaging Member25-50%2020

Frequently asked questions

How much does Patron Partners, LLC manage?

Patron Partners, LLC reports $349.2 million in regulatory assets under management on its Form ADV.

How many employees does Patron Partners, LLC have?

Patron Partners, LLC reports 6 employees.

Where is Patron Partners, LLC located?

Patron Partners, LLC is based in Houston, TX and has been SEC-registered since 2020.

Does Patron Partners, LLC disclose fund performance?

Patron Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11700 Katy Freeway, Suite 100, Houston, TX 77079
Phone971-371-3450
Office hours8a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1841768
Discloses disciplinary historyNo

Assets under management

Discretionary$295.6M
Non-discretionary$53.6M
Total (RAUM)$349.2M