Patron Partners, LLC
● SEC registered since 2020CRD 310629SEC# 801-119522Houston, TX
Reg. AUM
$325.7M
Employees
7
Accounts
621
Location
Houston, TX
Patron Partners, LLC assets under management
Patron Partners, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2020. It reports $325.7 million in regulatory assets under management and employs 7 people.
Patron Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2026 |
| Richard Scott Figueroa Control | Managing Member | 50-75% | 2020 |
| Stephen Francis Caton Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does Patron Partners, LLC manage?
Patron Partners, LLC reports $325.7 million in regulatory assets under management on its Form ADV.
How many employees does Patron Partners, LLC have?
Patron Partners, LLC reports 7 employees.
Where is Patron Partners, LLC located?
Patron Partners, LLC is based in Houston, TX and has been SEC-registered since 2020.
Does Patron Partners, LLC disclose fund performance?
Patron Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11700 Katy Freeway, Suite 100, Houston, TX 77079 |
| Phone | 971-371-3450 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1841768 |
| Discloses disciplinary history | No |
Regulatory AUM
$325.7M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$325.7Mregulatory AUM
Discretionary $325.7M