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Building 2PATTERSON PARTNERS LTD.

Map pinHAMILTON
Phone441-296-3528
NotebookSEC #801-117659
Total AUM
$31.5M
Employees
4
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 QUEEN STREET
4TH FLOOR
HAMILTON
HM 11
Bermuda
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
441-296-3528

ReceiptFinancials

Total AUM
$31.5M
Accounts
24
Discretionary
$31.5M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$2.2M
HNW Individual Clients
9
AUM
$29M
Charitable Organization Clients
1
AUM
$381.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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