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

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