Data / Investment advisers / Pennsylvania / Patriot Financial Manager, L.P.
Patriot Financial Manager, L.P., Radnor, PA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Patriot Financial Manager, L.P. is an SEC registered investment adviser with its main office in Radnor, Pennsylvania and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.
The request: Watch Patriot Financial Manager, L.P. (CRD number 159818): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 159818
- SEC file number
- 801-73715
- SEC status
- Approved, effective March 12, 2012
- Main office
- Four Radnor Corporate Center 100 Matsonford Road Suite 210, Radnor, PA 19087
- Phone
- (215) 399-4650
- Website
- patriotfp.com
- Regulatory AUM
- $1,129,825,084 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $1,129,825,084
- Accounts
- 5
- Employees
- 16, of which 14 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 5: 5 private equity funds
- Gross assets of private funds
- $1,129,825,084
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $1.13 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.13 billion | March 24, 2026 |
| December 1, 2025 | $1.09 billion | March 18, 2025 |
Other advisers in Radnor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Newspring Capital | Radnor | $3.34 billion | 27 | adviserinfo.sec.gov |
| LBC Credit Partners | Radnor | $3.24 billion | 6 | adviserinfo.sec.gov |
| Alterra Ios Manager, LLC | Radnor | $3.19 billion | 3 | adviserinfo.sec.gov |
| McAdam LLC | Radnor | $2.68 billion | Not listed | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | $2.46 billion | 1 | adviserinfo.sec.gov |
| Clearview Financial Partners | Radnor | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Stoneridge PMG Advisors, LLC | Radnor | $774.2 million | Not listed | adviserinfo.sec.gov |
| Presilium Private Wealth, LLC | Radnor | $671.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Radnor, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Patriot Financial Manager, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.