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PATTERSON PARTNERS LTD.
CRD 305859File 801-117659
APPROVED
Retail clients
Filing as of Sep 30, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$31.5M
Bottom 25% of cohort (national)
Discretionary AUM
$31.5M
Clients
16
24 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 13, 2019
- Principal office
- 22 QUEEN STREET, 4TH FLOOR, HAMILTON, HM 11
- Phone
- 441-296-3528
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.5M
- Discretionary AUM
- $31.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24
- Non-discretionary accounts
- 0
- Total accounts
- 24
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $381K |
| High net worth individuals | 9 | $29.0M |
| Individuals (other than high net worth individuals) | 6 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 14 | 16 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $27,151,928 | $31,484,085 | increased by$4,332,157 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 23 | 24 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 14 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $21,619,642 | $27,151,928 | increased by$5,532,286 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 23 | increased by11 |
| Nov 1, 2021 | Employees | 3 | 4 | increased by1 |
| Nov 1, 2021 | AUM | $19,263,617 | $21,619,642 | increased by$2,356,025 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PATTERSON PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATTERSON PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.