Patterson Partners Ltd.
● SEC registered since 2019CRD 305859SEC# 801-117659Hamilton
Reg. AUM
$31.5M
Employees
4
Accounts
24
Location
Hamilton
Patterson Partners Ltd. assets under management
Patterson Partners Ltd. is a registered investment adviser overseen by the SEC based in Hamilton. The firm has been registered since 2019. It reports $31.5 million in regulatory assets under management and employs 4 people.
Patterson Partners Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey H.p. Patterson Control | President | Over 75% | 2006 |
| Jennifer Ann Patterson Control | Managing Member/Chief Compliance Officer | Under 5% | 2006 |
Frequently asked questions
How much does Patterson Partners Ltd. manage?
Patterson Partners Ltd. reports $31.5 million in regulatory assets under management on its Form ADV.
How many employees does Patterson Partners Ltd. have?
Patterson Partners Ltd. reports 4 employees.
Where is Patterson Partners Ltd. located?
Patterson Partners Ltd. is based in Hamilton and has been SEC-registered since 2019.
Does Patterson Partners Ltd. disclose fund performance?
Patterson Partners Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 Queen Street, 4th Floor, Hamilton HM 11 |
| Phone | 441-296-3528 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$31.5M▲ 16%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$31.5Mregulatory AUM
Discretionary $31.5M