Patient Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated March 27, 2026, reports $2.5B in regulatory assets under management, 10 employees, and 7 accounts.
Assets Under Management
$2.5B
Employees
10
Offices
--
Total Clients
7
Primary office
BALTIMORE, MD
ONE SOUTH STREET, SUITE 2101, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 28.6% of total clients.
Top client categories% of clientsClients
1
HNWI
28.6%
2
2
Other Advisers
28.6%
2
3
Investment Cos.
14.3%
1
4
Pooled Investment Vehicles
14.3%
1
5
Government
14.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 27, 2026
Discretionary99.9%
$2.5B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts7
10Y AUM Change+$2.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change+5 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.