RIA Intel›Advisers›Pennsylvania›PATRIOT FINANCIAL MANAGER, L.P.

PATRIOT FINANCIAL MANAGER, L.P.

Advisory

N·RADNOR, PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
0.0%
3-Year CAGR
+10.5%
Employees
14
Assets Under Management
Total AUM$1.1B
Discretionary AUM$1.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees14
Investment Advisers16
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingFeb 14, 2012
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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