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Building 2PATIENT CAPITAL MANAGEMENT, LLC

Map pinBALTIMORE, MD
Phone410 454 3104
NotebookSEC #801-118170
Total AUM
$2.5B
Employees
10
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE SOUTH STREET, SUITE 2101
BALTIMORE
MD 21202
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
410 454 3104

ReceiptFinancials

Total AUM
$2.5B
Accounts
7
Discretionary
$2.5B
Accounts
6
Non-Discretionary
$2.5M
Accounts
1

ContactClients

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HNW Individual Clients
2
AUM
$89.5M
Investment Company Clients
1
AUM
$1.9B
Pooled Vehicle Clients
1
AUM
$207.2M
Government Entity Clients
1
AUM
$296.4M
Investment Advisor Clients
2
AUM
$45.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
UMA MODEL PROGRAMS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MDMO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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