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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
About Patterson Partners Ltd.
Patterson Partners Ltd. is a Bermuda-based advisory firm serving globally mobile, multi-national families and U.S. citizens living abroad or relocating to the U.S. The team integrates cross-border financial planning with U.S. tax return preparation and foreign reporting, and can coordinate multi-country filings. Investment management begins after planning, delivering customized portfolios aligned to cash flow, tax, estate, and charitable objectives.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Jeffrey H.P. Patterson
Financial Advisor, President
- CRD
- #7186056
- Ownership
- 75% or more
JENNIFER ANN PATTERSON
Managing Director
- CRD
- #2091436
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Curtis Hiram Paynter Patterson
--
- CRD
- #8058336
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,484,085 | $1,311,837 |
| Non-Discretionary | $0 | -- |
| Total | $31,484,085 | $1,311,837 |
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Separately Managed Accounts
Total SMA Asset: $31,484,085
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $444,341,410 | 11.6% |
| Equity - Exchange | $731,631,115 | 19.1% |
| Cash | $478,816,175 | 12.5% |
| U.S. Government/Agency | $712,478,468 | 18.6% |
| Corporate - Investment Grade | $999,768,172 | 26.1% |
| Derivatives | $463,494,056 | 12.1% |
| Total | $3,830,529,396 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER INSIGHT | MATRIX PRIME | WH6X2XTU0 | LAK | 11.28% | $56,148,746 |
| VECTOR VALUE | EAGLE FUSION | 2V5H7YXFL | EUCT | 7.48% | $19,783,769 |
| WAVE OAK | NORTH CAPITAL | NYJYCHQ84 | NMEZ | 11.30% | $26,474,305 |
| VERTEX NORTH | PIONEER FRONTIER | RKII7VM1A | BUP | 6.97% | $12,000,749 |
| PEAK MERIDIAN FUSION | BEACON CATALYST | IPBJ019R0 | WOOAO | 1.68% | $59,253,695 |
| NORTH TIMBER | PATHWAY SUMMIT | 6OQB47IYP | CVI | 1.76% | $107,369,380 |
| GLACIER EAGLE MERIDIAN | MATRIX QUANTUM | DNSO18725 | PFGJ | 12.39% | $35,379,825 |
| VITAL MERIDIAN PEAK | INSIGHT DELTA | 04M06JIHB | BCRHY | 12.10% | $26,249,974 |