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PATRIA CAPITAL PARTNERS LLP

Advisory

N·EDINBURGH

Data as of May 12, 2026 · Source: SEC Form ADV

Total AUM

$3.3B

1-Year AUM Growth

0.0%

3-Year CAGR

-16.7%

Employees

25

Assets Under Management

Total AUM$3.3B

Discretionary AUM$3.0B

Non-Discretionary AUM$291M

Discretionary %91.2%

Total Clients27

Team

Total Employees25

Investment Advisers75

Employee Growth (1Y)-26.1%

Filing History

Total Filings on Record41

First FilingOct 1, 2007

Latest FilingMay 12, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PATRIA CAPITAL PARTNERS LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.