サインイン 無料でサインアップします。

The Patriot Group, LLC (Darien)


The Patriot Group, LLC is a large advisory firm based in Darien. It manages $105.1 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut and Texas.

Logo

The Patriot Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Patriot Group: assets under management

The assets under management (AUM) of The Patriot Group, LLC is $105.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $105.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.02 million each.
The Patriot Group has custody of $105.1 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Patriot Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Darien

The principal office where The Patriot Group, LLC performs its advisory services is located at 1120 Post Road, Darien, CT 06820, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-852-6000 or by fax 203-656-4483. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.patriotgp.com.


Registered investment advisers similar to The Patriot Group, LLC