Patriot Asset Management, Inc.
CRD 166241SEC# 801-122569
No longer SEC-registered. Patriot Asset Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$38.7M
Employees
1
Accounts
286
Location
—
Patriot Asset Management, Inc. assets under management
Patriot Asset Management, Inc. is an investment advisory firm registered with the SEC. It reports $38.7 million in regulatory assets under management and employs 1 people.
Patriot Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerard Charles Murray Control | Owner | Over 75% | 2017 |
| Gerard Charles Murray Control | President - Cco | Under 5% | 2012 |
Frequently asked questions
How much does Patriot Asset Management, Inc. manage?
Patriot Asset Management, Inc. reports $38.7 million in regulatory assets under management on its Form ADV.
How many employees does Patriot Asset Management, Inc. have?
Patriot Asset Management, Inc. reports 1 employees.
Does Patriot Asset Management, Inc. disclose fund performance?
Patriot Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$38.7MNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$38.7Mregulatory AUM
Discretionary $38.7M