Patriot Financial Manager, L.P.
● SEC registered since 2012CRD 159818SEC# 801-73715Radnor, PA
Ranks #2,858 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.13B
Fund GAV
$1.13B
Private funds
5
Employees
16
Accounts
5
Location
Radnor, PA
Patriot Financial Manager, L.P. assets under management
Patriot Financial Manager, L.P. operates as an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2012. It reports $1.1 billion in regulatory assets under management and employs 16 people. Patriot Financial Manager, L.P. manages 5 private funds with combined gross assets of $1.1 billion, including Patriot Financial Partners III, L.P. By regulatory assets, it ranks 2,858 of 6,004 private fund managers.
Patriot Financial Manager, L.P. private funds
5 funds · $1.13B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Patriot Financial Partners III, L.P. | Private Equity | $704.8M | $1M |
| Patriot Financial Partners IV, LP | Private Equity | $296.6M | $1M |
| Patriot Financial Partners II, L.P. | Private Equity | $72.6M | $1M |
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Join to unlock · $37/moPatriot Financial Manager, L.P. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Howard David Ross | Limited Partner | 5-10% | 2007 |
| IRA Mark Lubert | Limited Partner | 10-25% | 2007 |
| James Joseph Lynch Control | Limited Partner | 25-50% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Patriot Financial Manager, L.P. manage?
Patriot Financial Manager, L.P. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Patriot Financial Manager, L.P. manage?
Patriot Financial Manager, L.P. manages 5 private funds with combined gross assets of $1.1 billion.
How many employees does Patriot Financial Manager, L.P. have?
Patriot Financial Manager, L.P. reports 16 employees.
Where is Patriot Financial Manager, L.P. located?
Patriot Financial Manager, L.P. is based in Radnor, PA and has been SEC-registered since 2012.
Does Patriot Financial Manager, L.P. disclose fund performance?
Patriot Financial Manager, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Four Radnor Corporate Center, 100 Matsonford Road Suite 210, Radnor, PA 19087 |
| Phone | 215-399-4650 |
| Office hours | 9 a.m. - 5p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
AUM vs fund managersTop 48%
Larger than 52% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $1.13B
Service providers
Auditor
Custodian