PATRIOT FINANCIAL Overview

Patriot Financial Partners Gp Lp is an investment advisor that manages 628.5 MM dollars in regulatory AUM and has 13 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 417MM in positions, representing 66% of the manager's regulatory AUM.

PATRIOT FINANCIAL StockAlpha

+10%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PATRIOT FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GBNK 14.85% Financials 20.58% 1.02% 82 1%
MBFI 13.41% Financials 14.43% -0.6% 1 3%
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FEATURED IN
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PATRIOT FINANCIAL Founders and Key Employees

Name Title In Position Since
Ira M. Lubert Limited Partner December-2007
James J. Lynch Limited Partner December-2007
Walter K. Wycoff Limited Partner December-2007
Howard D. Ross Limited Partner December-2007
Seth J. Lehr Limited Partner December-2007
Dean S. Adler Limited Partner December-2007
Mitchell L. Hollin Limited Partner December-2007
Michelle W. Vaughn Chief Compliance Officer August-2012
James J. Murphy Chief Financial Officer December-2014

PATRIOT FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

PATRIOT FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies - Patriot’s investment strategy is generally to provide risk-adjusted returns by applying a hands-on, value-added investment model. Patriot on behalf of its Funds plans to invest primarily in both public and private community banks and financial services firms whose businesses are closely related to, or closely aligned with, banking (including financial services companies such as finance companies, asset management companies, and technology companies related to the financial services industry). Investors should be aware that there can be no assurance that Patriot’s investment strategy used to obtain an investment objective will achieve any particular returns or avoid a loss. A Fund’s ability to achieve returns will depend on a variety of factors, many of which are beyond its or Patriot’s control.

Investment in private equity funds involves a substantial de...
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PATRIOT FINANCIAL Portfolio Concentration

PATRIOT FINANCIAL Location

2929 ARCH STREET
27TH FLOOR
PHILADELPHIA, Pennsylvania
UNITED STATES, 19104-2868

PATRIOT FINANCIAL Contact Information

Phone Number: 215-399-4650
Fax Number: 215-399-4653
Website:

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