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Rj Patterson Capital Investment Group Inc.

● SEC registered since 2026CRD 281752SEC# 801-136552San Diego, CA
Export (members)
Reg. AUM
$142.4M
Employees
5
Accounts
521
Location
San Diego, CA

Rj Patterson Capital Investment Group Inc. assets under management

Rj Patterson Capital Investment Group Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2026. It reports $142.4 million in regulatory assets under management and employs 5 people.
rjpattersongroup.comView on SEC.gov ↗

Rj Patterson Capital Investment Group Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert James Patterson ControlChief Executive Officer, Chief Compliance Officer, Chief Financial OfficerOver 75%2016

Frequently asked questions

How much does Rj Patterson Capital Investment Group Inc. manage?

Rj Patterson Capital Investment Group Inc. reports $142.4 million in regulatory assets under management on its Form ADV.

How many employees does Rj Patterson Capital Investment Group Inc. have?

Rj Patterson Capital Investment Group Inc. reports 5 employees.

Where is Rj Patterson Capital Investment Group Inc. located?

Rj Patterson Capital Investment Group Inc. is based in San Diego, CA and has been SEC-registered since 2026.

Does Rj Patterson Capital Investment Group Inc. disclose fund performance?

Rj Patterson Capital Investment Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address402 West Broadway, Suite 2600, San Diego, CA 92101
Phone619-331-4133
Fax619-684-3911
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.4M
Non-discretionary$0
Total (RAUM)$142.4M