$37.6M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Crest meridianTimber
- Established Date
- 04-14-1994
- Office Locations
- 2
Office Locations
230 Gardner Street Hingham MA
99 Derby Street Suite 200 Hingham MA
About Patriot Mullare Associates, INC
Patriot Mullare Associates, Inc. is a Hingham, MA registered investment adviser serving retail and institutional clients with hands-on, transparent portfolio construction and ongoing investment guidance. The firm emphasizes strategic, responsible investing and implements portfolios primarily through ETFs and mutual funds, with exposure to U.S. Treasury securities; custody relationships include Fidelity/NFS.
Team overview
-- AVG AGE
$37.6M AVG AUM / ADVISOR
$723.4K AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Custodian
Legacy ember Prime legacy Radial peak
Investment Vehicles
Oak peak
Platform
Element pioneer
Services
North crest
Technology
Crest north North focus
Owner & Executives
D
DAVID RICHARD VANDUYN
Chief Compliance Officer
- CRD
- #3044765
- Ownership
- 75% or more
(254) 585-5912
quantum.matrix@pathwaycapital.com
in linkedin.com/in/north-beacon
Showing 1 of 1 owners & executives
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G
GEORGE DAVID POPE
--
- CRD
- #365727
(537) 470-4953
frontier.element@pioneercapital.com
in linkedin.com/in/wave-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,616,377 | $388,889 |
| Non-Discretionary | $0 | -- |
| Total | $37,616,377 | $388,889 |
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Separately Managed Accounts
Total SMA Asset: $37,616,377
Equity - Exchange:
27.4% Public Funds:
51.3% U.S. Government/Agency:
10.2% Cash:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,780,967,954 | 27.4% |
| Public Funds | $3,334,440,001 | 51.3% |
| U.S. Government/Agency | $662,988,070 | 10.2% |
| Cash | $721,487,017 | 11.1% |
| Total | $6,499,883,042 | 100.0% |