RIA Intelligence

PATIENT SQUARE CAPITAL, LP

CRD #312203 SEC #801-120508 MENLO PARK, CA (650) 677-8100
SEC Registered Private Funds
Total AUM
$12B
Discretionary
$12B
Employees
77
Clients
--
Accounts
26

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DRAYER-GREENWALT, CAROLYN, JOYICHIEF COMPLIANCE OFFICERNA Control
DRAYER-GREENWALT, CAROLYN, JOYICHIEF COMPLIANCE OFFICERNA Control
DRAYER-GREENWALT, CAROLYN, JOYICHIEF COMPLIANCE OFFICERNA Control
DRAYER-GREENWALT, CAROLYN, JOYICHIEF COMPLIANCE OFFICERNA Control
DRAYER-GREENWALT, CAROLYN, JOYICHIEF COMPLIANCE OFFICERNA Control
FLISS, ADAM, MARKICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKICHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
FLISS, ADAM, MARKIGENERAL COUNSEL AND FOUNDING PARTNERNA Control
Greenwalt, Carolyn, JoyICHIEF COMPLIANCE OFFICERNA
Greenwalt, Carolyn, JoyICHIEF COMPLIANCE OFFICERNA
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNERNA Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEGENERAL PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WALKER, MARIA, CONCEPCIONICHIEF FINANCIAL OFFICER AND FOUNDING PARTNERNA Control
WHELAN, MATTHEW, MICHAELICHIEF FINANCIAL OFFICER AND PARTNERNA Control
WHELAN, MATTHEW, MICHAELICHIEF FINANCIAL OFFICER AND PARTNERNA Control
WHELAN, MATTHEW, MICHAELICHIEF FINANCIAL OFFICER AND PARTNERNA Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
MOMTAZEE, JAMES, CAMERONIMANAGING PARTNER AND LIMITED PARTNERE Control
PATIENT SQUARE PARTNER HOLDINGS, LPDELIMITED PARTNERE Control
PATIENT SQUARE PARTNER HOLDINGS, LPDELIMITED PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PATIENT SQUARE CAPITAL HOLDINGS, LLCDEPATIENT SQUARE PARTNER HOLDINGS, LPF Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE CAPITAL HOLDINGS, LLCE Control
MOMTAZEE, JAMES, CAMERONIPATIENT SQUARE PARTNER HOLDINGS, LPC Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (2)

CA DE

Address

2884 SAND HILL ROAD
SUITE 100
MENLO PARK, CA 94025
United States
Phone: (650) 677-8100