$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
13 yrs Firm Age
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- Custodian
- BNP Paribas
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2013
- Office Locations
- 1
Office Locations
-- Princeton NJ
About Patton Hall, LLC
Patton Hall, LLC is a Princeton, NJ investment advisory firm serving retail clients, including accredited investors and qualified purchasers. The firm emphasizes asset allocation with a fixed-income core (U.S. government/agency and investment-grade corporates) complemented by equity ETFs and cash management, with experience in emerging-market exposure. Primary custody/clearing is through BNP Paribas Securities Corp.
Team overview
65 AVG AGE
$7.4M AVG AUM / ADVISOR
$616.7K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
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Accredited Investors
Ember legacy Value
Asset Classes
Foundation matrix
Custodian
Pioneer foundation Meridian matrix
Investment Themes
Catalyst unison Catalyst meridian
Investment Vehicles
Beacon
Owner & Executives
P
PETER JAMES CARRIL
Founding Partner, GENERAL PARTNER, Managing Member
- CRD
- #1935655
- Ownership
- 75% or more
(564) 309-2741
wave.wave@elementcapital.com
in linkedin.com/in/oak-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,400,807 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,400,807 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,400,807
U.S. Government/Agency:
36.2% Corporate - Investment Grade:
28.3% Equity - Exchange:
17.3% Cash:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $2,361,565,882 | 36.2% |
| Corporate - Investment Grade | $1,846,196,532 | 28.3% |
| Equity - Exchange | $1,128,593,640 | 17.3% |
| Cash | $1,187,306,604 | 18.2% |
| Total | $6,523,662,658 | 100.0% |