Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > menlo park > PATIENT SQUARE CAPITAL, LP
PATIENT SQUARE CAPITAL, LP
2884 Sand Hill Road
Suite 100
Menlo Park, California 94025
Tel: (650) 677-8100
About PATIENT SQUARE CAPITAL, LP
PATIENT SQUARE CAPITAL, LP, formally registered with the SEC as PATIENT SQUARE CAPITAL, LP. The firm was established in 03/15/2021. They have over 3 offices throughout the country.
PATIENT SQUARE CAPITAL, LP is a Menlo Park, California based Financial Planning firm with nearly $7,876,634,167 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 53 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312203 |
| SEC# | 801-120508 |
| Assets Managed by Firm | $7,876,634,167 |
| No. of Clients | 20 |
| No. of Advisors | 53 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $7,876,634,167 |
More Retirement Planning firms in Menlo Park, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Menlo Park, California