Patel Capital Management
Patel Capital Management is an SEC-registered ria with $7.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Patel Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332403, data through 2024-11-26.
- AUM (assets under management / regulatory AUM)
- $7.0M (2024-11-26)
- Firm type
- Ria
- Employees
- 1
- Clients
- 6
- CRD
- 332403
- Ownership
- PATEL, SHAILESH, S.; PATEL, SHAILESH
How much AUM does Patel Capital Management have?
Patel Capital Management reported $7.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-11-26).
Who owns Patel Capital Management?
Disclosed owners and executives of Patel Capital Management include PATEL, SHAILESH, S., PATEL, SHAILESH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.