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Patterson Partners LTD.
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Pembroke, Bermuda
$19.8 million AUM
1 office

Patterson Partners LTD. is based in Pembroke, Bermuda and has $19.8 million in assets under management.

Location
3 Mill Creek Road
Suite 2
Pembroke, Bermuda HM 05
$19.8 million
AUM
3
Employees
AUM Share
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$19,833,119
Assets under management
12 clients
Number of clients
Average investment size is $1,652,760
73% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals Fewer than 5 clients $1,406,372
High net worth individuals 7 $18,072,306 91% $2,581,758
Charitable organizations Fewer than 5 clients $354,441
Employees Share
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3
Employees
1
Investment analysts
33% of total employees
AUM per employee Share
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$19,833,119
Assets under management
$6,611,040
AUM per employee
$19,833,119
AUM per investment analyst
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Compensation

Patterson Partners LTD. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Subscription fees
  • Fixed fees
Services offered

Patterson Partners LTD. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
Business activities
  • Accounting firm
Firm data Share
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CRD number 305,859
SEC number 801-117659
Legal structure Other (specify)
Legal governance Bermuda
Latest ADV filing date October 21, 2019

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