PATRIOT FINANCIAL MANAGER, L.P.
CRD #159818 SEC #801-73715 RADNOR, PA 215-399-4650
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
17
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 17 | 0 |
| Dec 2024 | $1B | $1B | $0 | 16 | 0 |
| Sep 2024 | $1B | $1B | $0 | 16 | 0 |
| Mar 2024 | $1B | $1B | $0 | 16 | 0 |
| Apr 2023 | $1.1B | $1.1B | $0 | 18 | 0 |
| Apr 2023 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 18 | 0 |
| Jun 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Apr 2021 | $719M | $719M | $0 | 17 | 0 |
| Mar 2021 | $719M | $719M | $0 | 17 | 0 |
| Jan 2021 | $801M | $801M | $0 | 19 | 0 |
| Mar 2020 | $801M | $801M | $0 | 19 | 0 |
| Feb 2020 | $792.1M | $792.1M | $0 | 16 | 0 |
| Feb 2020 | $792.1M | $792.1M | $0 | 16 | 0 |
| Jan 2020 | $792.1M | $792.1M | $0 | 16 | 0 |
| Jul 2019 | $792.1M | $792.1M | $0 | 16 | 0 |
| Mar 2019 | $792.1M | $792.1M | $0 | 16 | 0 |
| Jan 2019 | $864.6M | $864.6M | $0 | 13 | 0 |
| Mar 2018 | $864.6M | $864.6M | $0 | 13 | 0 |
| Jul 2017 | $651.3M | $651.3M | $0 | 13 | 1 |
| Jul 2017 | $651.3M | $651.3M | $0 | 13 | 1 |
| Mar 2017 | $651.3M | $651.3M | $0 | 13 | 1 |
| Mar 2016 | $786.6M | $786.6M | $0 | 12 | 1 |
| Jan 2016 | $628.5M | $628.5M | $0 | 13 | 1 |
| Mar 2015 | $628.5M | $628.5M | $0 | 13 | 1 |
| Jul 2014 | $557M | $557M | $0 | 18 | 1 |
| Mar 2014 | $557M | $557M | $0 | 18 | 1 |
| Mar 2013 | $329.6M | $329.6M | $0 | 10 | 1 |
| Aug 2012 | $270.9M | $270.9M | $0 | -- | 1 |
| Jun 2012 | $270.9M | $270.9M | $0 | -- | 1 |
| Feb 2012 | $270.9M | $270.9M | $0 | -- | 1 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateDec 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateSep 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateJun 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateApr 2021
Total AUM$719M
Discretionary$719M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$719M
Discretionary$719M
Non-Disc.$0
Employees17
Clients0
DateJan 2021
Total AUM$801M
Discretionary$801M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$801M
Discretionary$801M
Non-Disc.$0
Employees19
Clients0
DateFeb 2020
Total AUM$792.1M
Discretionary$792.1M
Non-Disc.$0
Employees16
Clients0
DateFeb 2020
Total AUM$792.1M
Discretionary$792.1M
Non-Disc.$0
Employees16
Clients0
DateJan 2020
Total AUM$792.1M
Discretionary$792.1M
Non-Disc.$0
Employees16
Clients0
DateJul 2019
Total AUM$792.1M
Discretionary$792.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$792.1M
Discretionary$792.1M
Non-Disc.$0
Employees16
Clients0
DateJan 2019
Total AUM$864.6M
Discretionary$864.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$864.6M
Discretionary$864.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2017
Total AUM$651.3M
Discretionary$651.3M
Non-Disc.$0
Employees13
Clients1
DateJul 2017
Total AUM$651.3M
Discretionary$651.3M
Non-Disc.$0
Employees13
Clients1
DateMar 2017
Total AUM$651.3M
Discretionary$651.3M
Non-Disc.$0
Employees13
Clients1
DateMar 2016
Total AUM$786.6M
Discretionary$786.6M
Non-Disc.$0
Employees12
Clients1
DateJan 2016
Total AUM$628.5M
Discretionary$628.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2015
Total AUM$628.5M
Discretionary$628.5M
Non-Disc.$0
Employees13
Clients1
DateJul 2014
Total AUM$557M
Discretionary$557M
Non-Disc.$0
Employees18
Clients1
DateMar 2014
Total AUM$557M
Discretionary$557M
Non-Disc.$0
Employees18
Clients1
DateMar 2013
Total AUM$329.6M
Discretionary$329.6M
Non-Disc.$0
Employees10
Clients1
DateAug 2012
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees--
Clients1
DateJun 2012
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees--
Clients1