PATRON PARTNERS, LLC
CRD #310629 SEC #801-119522 HOUSTON, TX 971-371-3450
SEC Registered
Total AUM
$349.2M
Discretionary
$295.6M
Employees
6
Clients
101
Accounts
659
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $349.2M | $295.6M | $53.6M | 6 | 1 |
| Nov 2025 | $349.2M | $295.6M | $53.6M | 6 | 1 |
| Oct 2025 | $349.2M | $295.6M | $53.6M | 6 | 1 |
| Aug 2025 | $349.2M | $295.6M | $53.6M | 6 | 1 |
| Mar 2025 | $349.2M | $295.6M | $53.6M | 6 | 1 |
| Mar 2024 | $298.5M | $252.8M | $45.7M | 5 | 0 |
| Mar 2024 | $297.5M | $251.8M | $45.7M | 5 | 0 |
| Sep 2023 | $248.6M | $219.9M | $28.6M | 5 | 0 |
| Aug 2023 | $248.6M | $219.9M | $28.6M | 5 | 0 |
| Mar 2023 | $248.6M | $219.9M | $28.6M | 5 | 0 |
| Mar 2023 | $248.6M | $219.9M | $28.6M | 5 | 0 |
| Mar 2022 | $252.8M | $244.5M | $8.2M | 6 | 1 |
| Feb 2022 | $207.6M | $207.6M | $0 | 5 | 0 |
| Jun 2021 | $207.6M | $207.6M | $0 | 5 | 0 |
| May 2021 | $207.6M | $207.6M | $0 | 5 | 0 |
| Jan 2021 | $207.6M | $207.6M | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$349.2M
Discretionary$295.6M
Non-Disc.$53.6M
Employees6
Clients1
DateNov 2025
Total AUM$349.2M
Discretionary$295.6M
Non-Disc.$53.6M
Employees6
Clients1
DateOct 2025
Total AUM$349.2M
Discretionary$295.6M
Non-Disc.$53.6M
Employees6
Clients1
DateAug 2025
Total AUM$349.2M
Discretionary$295.6M
Non-Disc.$53.6M
Employees6
Clients1
DateMar 2025
Total AUM$349.2M
Discretionary$295.6M
Non-Disc.$53.6M
Employees6
Clients1
DateMar 2024
Total AUM$298.5M
Discretionary$252.8M
Non-Disc.$45.7M
Employees5
Clients0
DateMar 2024
Total AUM$297.5M
Discretionary$251.8M
Non-Disc.$45.7M
Employees5
Clients0
DateSep 2023
Total AUM$248.6M
Discretionary$219.9M
Non-Disc.$28.6M
Employees5
Clients0
DateAug 2023
Total AUM$248.6M
Discretionary$219.9M
Non-Disc.$28.6M
Employees5
Clients0
DateMar 2023
Total AUM$248.6M
Discretionary$219.9M
Non-Disc.$28.6M
Employees5
Clients0
DateMar 2023
Total AUM$248.6M
Discretionary$219.9M
Non-Disc.$28.6M
Employees5
Clients0
DateMar 2022
Total AUM$252.8M
Discretionary$244.5M
Non-Disc.$8.2M
Employees6
Clients1
DateFeb 2022
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0