Adviser Profile
| As of Date | 05/20/2022 |
| Registration status | Registration Changed to PATRON MANAGEMENT LLC |
| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 90,965,708 |
| of that, discretionary | 90,965,708 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 90,965,708 |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
91M
78M
65M
52M
39M
26M
13M
2022