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 09/30/19. The fund's latest filing disclosed 285MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/19. The fund's latest filing disclosed 285MM in positions, representing 45% of the manager's regulatory AUM.
PATRIOT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PATRIOT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CASH | 15.53% | Financials | 6.81% | 0.26% | 4 | 4% | ||
| AMTB | 14.72% | Financials | 1% | -0.4% | 9 | 0% | ||
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FEATURED IN
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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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
27TH FLOOR
PHILADELPHIA, Pennsylvania
UNITED STATES, 19104-2868
PATRIOT FINANCIAL Contact Information
Phone Number: 215-399-4650
Fax Number: 215-399-4653
Website: http://www.patriotfp.com
Fax Number: 215-399-4653
Website: http://www.patriotfp.com
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