Patron Partners, LLC
Patron Partners, LLC is an SEC-registered wealth manager in Houston, TX with $325.7M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Patron Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310629, SEC 801-119522, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $325.7M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 7
- Clients
- 164
- CRD
- 310629
- Ownership
- SIZEMORE, STACY, LEIGH; CATON, STEPHEN, FRANCIS; FIGUEROA, RICHARD, SCOTT; ELDRIDGE, MICHELLE, LEA; SWAYZE, ASHLEIGH, COOPER
How much AUM does Patron Partners, LLC have?
Patron Partners, LLC reported $325.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Patron Partners, LLC?
Disclosed owners and executives of Patron Partners, LLC include SIZEMORE, STACY, LEIGH, CATON, STEPHEN, FRANCIS, FIGUEROA, RICHARD, SCOTT, ELDRIDGE, MICHELLE, LEA, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.