P
$20.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-13-2024
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Patel Capital Management
Patel Capital Management, LLC is a San Francisco-based RIA led by Sy Patel (President/CCO) providing investment management, retirement and estate planning, and holistic wealth management including tax planning, asset protection, and philanthropy for individuals and businesses. The firm emphasizes private capital alongside ETF-based portfolios, with custody through Charles Schwab.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Custodian
Peak signal Glacier vector
Investment Themes
Capital
Investment Vehicles
Catalyst catalyst
Services
Eagle momentum Bridge harbor Ridge foundation Alpha Delta
Owner & Executives
S
SHAILESH S. PATEL
Chief Compliance Officer, Founder
- CRD
- #4593743
- Ownership
- 75% or more
(508) 267-8943
ember.capital@elementcapital.com
in linkedin.com/in/radial-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | $812,500 |
| Non-Discretionary | $3,000,000 | $166,667 |
| Total | $20,000,000 | $636,364 |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Equity - Exchange:
7.9% Private Funds:
25.4% U.S. Government/Agency:
21.2% Cash:
29.2% Corporate - Investment Grade:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $598,201,644 | 7.9% |
| Private Funds | $1,923,331,868 | 25.4% |
| U.S. Government/Agency | $1,605,300,614 | 21.2% |
| Cash | $2,211,074,430 | 29.2% |
| Corporate - Investment Grade | $1,234,264,151 | 16.3% |
| Total | $7,572,172,707 | 100.0% |