Patron Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 28, 2026, reports $326M in regulatory assets under management, 7 employees, and 621 accounts.
Assets Under Management
$326M
Employees
7
Offices
--
Total Clients
164
Primary office
HOUSTON, TX
11700 KATY FREEWAY, SUITE 100, HOUSTON, TX, United States
Top client segmentHNWI represent 52.4% of total clients.
Top client categories% of clientsClients
1
HNWI
52.4%
86
2
Individuals
44.5%
73
3
Corporations
3.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of April 28, 2026
Discretionary100.0%
$326M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$326M
Total Accounts621
10Y AUM Change+$326M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee23:1
10Y Employee Change+3 (+75.0%)
* 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.