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Patterson Partners Ltd.

● SEC registered since 2019CRD 305859SEC# 801-117659Hamilton
Export (members)
Reg. AUM
$27.2M
Employees
3
Accounts
23
Location
Hamilton

Patterson Partners Ltd. assets under management

Patterson Partners Ltd. is a registered investment adviser overseen by the SEC based in Hamilton. The firm has been registered since 2019. It reports $27.2 million in regulatory assets under management and employs 3 people.

Patterson Partners Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey H.p. Patterson ControlPresidentOver 75%2006
Jennifer Ann Patterson ControlManaging Member/Chief Compliance OfficerUnder 5%2006

Frequently asked questions

How much does Patterson Partners Ltd. manage?

Patterson Partners Ltd. reports $27.2 million in regulatory assets under management on its Form ADV.

How many employees does Patterson Partners Ltd. have?

Patterson Partners Ltd. reports 3 employees.

Where is Patterson Partners Ltd. located?

Patterson Partners Ltd. is based in Hamilton and has been SEC-registered since 2019.

Does Patterson Partners Ltd. disclose fund performance?

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

Contact & registration

Address22 Queen Street, 4th Floor, Hamilton HM 11
Phone441-296-3528
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$27.1M
Non-discretionary$4K
Total (RAUM)$27.2M