Patient Square Capital, Lp
- Regulatory AUM
- $17.5B
- Discretionary
- $17.5B
- Clients
- 30
- Avg AUM / client
- $584M
- Accounts
- 30
- Employees
- 97
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 30 | $17.5B | 100.0% |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $7.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Patient Square Equity Partners, Lp | Private Equity Fund | Delaware | $2.4B | 86 |
| Patient Square Equity Partners A, Lp | Private Equity Fund | Delaware | $2.3B | 30 |
| Psc Stanley Coinvest, Lp | Private Equity Fund | Delaware | $568M | 12 |
| Blackwell Capital Partners, Lp | Private Equity Fund | Delaware | $409M | 2 |
| Psc Ep Discretionary Coinvest Iii, Lp | Private Equity Fund | Delaware | $385M | 3 |
| Psc Sperry Coinvest Lp | Private Equity Fund | Delaware | $264M | 2 |
| Psc Ep Discretionary Coinvest Ii, Lp | Private Equity Fund | Delaware | $234M | 1 |
| Psc Ep Discretionary Coinvest, Lp | Private Equity Fund | Delaware | $206M | 2 |
| Psc Hero Coinvest, Lp | Private Equity Fund | Delaware | $200M | 2 |
| Psc Kr Coinvest, Lp | Private Equity Fund | Delaware | $178M | 4 |
| Psc Condor Coinvest, Lp | Private Equity Fund | Delaware | $148M | 3 |
| Patient Square Atlantic, Lp | Private Equity Fund | Delaware | $132M | 2 |
| Psc Spark Coinvest, Lp | Private Equity Fund | Delaware | $124M | 5 |
| Patient Square Equity Executives Qp, Lp | Private Equity Fund | Delaware | $113M | 4 |
| Psc Sperry Coinvest Iv, Lp | Private Equity Fund | Delaware | $111M | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Momtazee, James, Cameron | Limited Partner | Aug 2020 (6y) | ≈ 18.75% – 50% via Patient Square Partner Holdings, Lp | |
| Fliss, Adam, Mark | General Counsel And Founding Partner | Oct 2020 (6y) | Less than 5% | |
| Drayer Greenwalt, Carolyn, Joy | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Whelan, Matthew, Michael | Chief Financial Officer And Partner | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Patient Square Partner Holdings, Lp | Limited Partner | Feb 2021 | A | 75% or more |
| Patient Square Capital Holdings, Llc | General Partner | Feb 2021 | A | Less than 5% |
| Patient Square Capital Holdings, Llc | General Partner | Feb 2021 | B | GP / trustee / elected manager of Patient Square Partner Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Momtazee, James, Cameron: 25% – 50% of Patient Square Partner Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Private funds (20, $7.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Patient Square Equity Partners, Lp | Private Equity Fund | $2.4B | $0 | 86 |
| Patient Square Equity Partners A, Lp | Private Equity Fund | $2.3B | $0 | 30 |
| Psc Stanley Coinvest, Lp | Private Equity Fund | $568M | $0 | 12 |
| Blackwell Capital Partners, Lp | Private Equity Fund | $409M | $0 | 2 |
| Psc Ep Discretionary Coinvest Iii, Lp | Private Equity Fund | $385M | $0 | 3 |
| Psc Sperry Coinvest Lp | Private Equity Fund | $264M | $0 | 2 |
| Psc Ep Discretionary Coinvest Ii, Lp | Private Equity Fund | $234M | $0 | 1 |
| Psc Ep Discretionary Coinvest, Lp | Private Equity Fund | $206M | $0 | 2 |
| Psc Hero Coinvest, Lp | Private Equity Fund | $200M | $0 | 2 |
| Psc Kr Coinvest, Lp | Private Equity Fund | $178M | $0 | 4 |
| Psc Condor Coinvest, Lp | Private Equity Fund | $148M | $0 | 3 |
| Patient Square Atlantic, Lp | Private Equity Fund | $132M | $0 | 2 |
| Psc Spark Coinvest, Lp | Private Equity Fund | $124M | $0 | 5 |
| Patient Square Equity Executives Qp, Lp | Private Equity Fund | $113M | $0 | 4 |
| Psc Sperry Coinvest Iv, Lp | Private Equity Fund | $111M | $0 | 3 |
| Psc Atlantic Coinvest, Lp | Private Equity Fund | $65.2M | $0 | 2 |
| Psc Ginger Coinvest Ii, Lp | Private Equity Fund | $34.4M | $0 | 2 |
| Psc Sperry Coinvest Ii, Lp | Private Equity Fund | $7.7M | $0 | 1 |
| Patient Square Equity Executives, Lp | Private Equity Fund | $5.4M | $0 | 6 |
| Psc Ginger Coinvest, Lp | Private Equity Fund | $150 | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 7.29 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗