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Cullen, Patterson Capital Management, LLC

● SEC registered since 2014CRD 167195SEC# 801-80324
Export (members)
Reg. AUM
$184.4M
Employees
1
Accounts
8
Location

Cullen, Patterson Capital Management, LLC assets under management

Cullen, Patterson Capital Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2014. It reports $184.4 million in regulatory assets under management and employs 1 people.

Cullen, Patterson Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
William Barrows Patterson ControlChief Compliance OfficerOver 75%2025
William Barrows Patterson ControlManaging MemberOver 75%2012

Frequently asked questions

How much does Cullen, Patterson Capital Management, LLC manage?

Cullen, Patterson Capital Management, LLC reports $184.4 million in regulatory assets under management on its Form ADV.

How many employees does Cullen, Patterson Capital Management, LLC have?

Cullen, Patterson Capital Management, LLC reports 1 employees.

Does Cullen, Patterson Capital Management, LLC disclose fund performance?

Cullen, Patterson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-885-5382
Office hours9a.m. - 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$184.4M▲ 6%
Mar '25 — $173.2MApr '25 — $173.2MMay '25 — $173.2MJun '25 — $173.2MJul '25 — $173.2MAug '25 — $173.2MSep '25 — $173.2MOct '25 — $173.2MNov '25 — $173.2MDec '25 — $173.2MJan '26 — $173.2MFeb '26 — $184.4MMar '26 — $184.4MApr '26 — $184.4MMay '26 — $184.4MJun '26 — $184.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$184.4Mregulatory AUM
Discretionary $34.4MNon-discretionary $150M