PATIENT CAPITAL MANAGEMENT, LLC

One South Street, Suite 2550
Baltimore, Maryland 21202
Tel: 410 454 3104

About PATIENT CAPITAL MANAGEMENT, LLC

PATIENT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PATIENT CAPITAL MANAGEMENT, LLC. The firm was established in 03/05/2020. They have over 1 offices throughout the country.

PATIENT CAPITAL MANAGEMENT, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $1,788,770,821 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307336
SEC#	801-118170
Assets Managed by Firm	$1,788,770,821
No. of Clients	8
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (UMA MODEL PROGRAMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$1,788,770,821
High net worth individuals	2	$85,518,272
Charitable organizations	1	$7,196,787
Other investment advisers	2	$38,214,074

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