PATTERSON CAPITAL MANAGEMENT LP
Legal name: PATTERSON & ASSOCIATES
CRD #110735 SEC #801-46437 AUSTIN, TX 512-320-5042
SEC Registered
Total AUM
$7.1B
Discretionary
$0
Employees
4
Clients
0
Accounts
51
Firm Details
- Organization Type
- Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADLER, RICHARD, HOWARD | I | DIRECTOR | NA | |
| ADLER, RICHARD, HOWARD | I | DIRECTOR | NA | |
| ADLER, RICHARD, HOWARD | I | DIRECTOR | NA | |
| ADLER, RICHARD, HOWARD | I | DIRECTOR | NA | |
| CERVANTES, DEBORAH | I | DIRECTOR AND CFO OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| CERVANTES, DEBORAH | I | DIRECTOR AND CFO OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| FLEMING, DEBORAH, ANN | I | DIRECTOR, CFO AND CHIEF COMPLIANCE OFFICER OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| FLEMING, DEBORAH, ANN | I | DIRECTOR, CFO AND CHIEF COMPLIANCE OFFICER OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| HUNT, JON, COWELL | I | DIRECTOR | NA | |
| HUNT, JON, COWELL | I | DIRECTOR | NA | |
| HUNT, JON, COWELL | I | DIRECTOR | NA | |
| HUNT, JON, COWELL | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| IDSAL, WARREN, BRUCE | I | DIRECTOR | NA | |
| MACARTHUR, WILLIAM, H | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | NA | Control |
| PATTERSON, LINDA | I | DIRECTOR AND PRESIDENT OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| PATTERSON, LINDA | I | DIRECTOR AND PRESIDENT OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| PATTERSON, LINDA | I | DIRECTOR AND PRESIDENT OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| PATTERSON, LINDA | I | DIRECTOR AND PRESIDENT OF THE GENERAL PARTNER OF THE APPLICANT | NA | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER OF THE REGISTRANT | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER OF THE REGISTRANT | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT OF THE REGISTRANT | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, LINDA, THOMSON | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | D | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | D | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | D | Control |
| PATTERSON & ASSOCIATES | DE | LIMITED PARTNER | D | Control |
| PATTERSON & ASSOCIATES INC | DE | GENERAL PARTNER | D | |
| PATTERSON & ASSOCIATES INC | DE | GENERAL PARTNER | D | |
| CCM NEWCO II, INC. | DE | LIMITED PARTNER | C | Control |
| CONVERGENT CAPITAL MANAGEMENT LLC | DE | LIMITED PARTNER | C | Control |
| CONVERGENT CAPITAL MANAGEMENT LLC | DE | LIMITED PARTNER | C | Control |
| CONVERGENT CAPITAL MANAGEMENT LLC | DE | LIMITED PARTNER | C | Control |
| PATTERSON, LINDA, THOMSON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER (OWNS ALL PARTNERSHIP SHARES | C | Control |
| PATTERSON, LINDA, THOMSON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER (OWNS ALL PARTNERSHIP SHARES | C | Control |
| FLEMING, DEBORAH, ANN | I | DIRECTOR | B | Control |
| FLEMING, DEBORAH, ANN | I | DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CCM HOLDINGS, INC. | DE | CCM NEWCO II, INC. | E | Control |
| CITY NATIONAL CORPORATION | DE | CONVERGENT CAPITAL MANAGEMENT LLC | E | Control |
| CITY NATIONAL CORPORATION | DE | CONVERGENT CAPITAL MANAGEMENT LLC | E | Control |
| CITY NATIONAL CORPORATION | DE | CONVERGENT CAPITAL MANAGEMENT LLC | E | Control |
| CONVERGENT CAPITAL MANAGEMENT INC. | DE | CCM HOLDINGS, INC. | E | Control |
| ADLER, RICHARD, HOWARD | I | CONVERGENT CAPITAL MANAGEMENT INC. | C | Control |
| GRIFFITH, HARRY, TOM | I | CONVERGENT CAPITAL MANAGEMENT INC. | C | Control |
| HAYES, JAMES, EDWARD | I | CONVERGENT CAPITAL MANAGEMENT INC. | C | Control |
Registrations
Federal
IA
Mar 15, 2021 REGISTERED
Notice Filings (3)
AZ MN TX
Address
BARTON OAKS PLAZA II901 S. MOPAC, SUITE 195
AUSTIN, TX 78746
United States
Phone: 512-320-5042