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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2014
- Office Locations
- 1
Office Locations
About Patrumin Investors, LLC
Patrumin Investors is a boutique investment manager led by founder and portfolio manager Sam Dedio, building U.S. equity portfolios grounded in on-the-ground company and industry research and free-cash-flow analysis. Strategies are implemented primarily with equity ETFs alongside select investment-grade credit and cash. Serves retail and institutional clients and custodies with Charles Schwab; onboarding uses a secure PreciseFP client questionnaire.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $476.3K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SAMUEL ANTHONY DEDIO
Chief Executive Officer, Chief Investment Officer, Partner
- CRD
- #2648450
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,812,970 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,812,970 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Patrumin Investors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.