Patterson Partners Ltd.
- Regulatory AUM
- $31.5M
- Discretionary
- $31.5M
- Clients
- 16
- Avg AUM / client
- $2.0M
- Accounts
- 24
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 30, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $2.2M | 6.84% |
| High net worth individuals | 9 | $29.0M | 92.0% |
| Charitable organizations | 1 | $381K | 1.21% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Ann Patterson | Managing Member/Chief Compliance Officer | CFP | Nov 2006 (20y) | Less than 5% |
| Jeffrey H.P. Patterson | President | Nov 2006 (20y) | 75% or more | |
| Curtis Hiram Paynter Patterson | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/30/2025 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Interactive Brokers $31.5M (100% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 30, 2025.
View current Form ADV (SEC/IAPD) ↗