P
$13.9M Total AUM
$13.9M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2004
- Office Locations
- 1
Office Locations
327 Franklin Street Geneva IL
About Patrick Capital Management
Patrick Capital Management is a Geneva-based RIA. The firm has been operating for 21 years. Managing $13.9M in total assets under management, with 1 advisory representatives.
Team overview
69 AVG AGE
$13.9M AVG AUM / ADVISOR
$278.0K AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
P
PATRICK MICHAEL KEEDY
Portfolio Manager
- CRD
- #716563
Available
Available
Available
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing