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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Owner & Executives
SAMUEL ANTHONY DEDIO
Chief Executive Officer, Chief Investment Officer, Partner
- CRD
- #2648450
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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