Patterson Partners Ltd.
Patterson Partners Ltd. is an SEC-registered ria in Hamilton with $31.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Patterson Partners Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305859, SEC 801-117659, data through 2025-09-30.
- AUM (assets under management / regulatory AUM)
- $31.5M (2025-09-30)
- Firm type
- Ria
- Location
- Hamilton
- Employees
- 4
- Clients
- 16
- CRD
- 305859
- Ownership
- PATTERSON, JENNIFER, ANN; Patterson, Jeffrey, H.P.
How much AUM does Patterson Partners Ltd. have?
Patterson Partners Ltd. reported $31.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-30).
Who owns Patterson Partners Ltd.?
Disclosed owners and executives of Patterson Partners Ltd. include PATTERSON, JENNIFER, ANN, Patterson, Jeffrey, H.P.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.