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PATIENT CAPITAL MANAGEMENT, LLC
CRD 307336File 801-118170
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.50B
Top 25% of cohort (national)
Discretionary AUM
$2.50B
Non-discretionary $2.5M
Clients
7
7 accounts
Employees
10
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 5, 2020
- Principal office
- ONE SOUTH STREET, SUITE 2101, BALTIMORE, MD, 21202
- Phone
- 410 454 3104
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.50B
- Discretionary AUM
- $2.50B
- Non-discretionary AUM
- $2.5M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 1
- Total accounts
- 7
- AUM per client
- $357.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.86B |
| Other investment advisers | Fewer than 5 | $45.2M |
| High net worth individuals | Fewer than 5 | $89.5M |
| Pooled investment vehicles | 1 | $207.2M |
| State or municipal government entities | Fewer than 5 | $296.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $2,082,179,855 | $2,502,504,048 | increased by$420,324,193 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 7 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $286,849,260 | $2,082,179,855 | increased by$1,795,330,595 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 7 | increased by5 |
| Apr 1, 2022 | Employees | 6 | 9 | increased by3 |
| Apr 1, 2022 | Clients | 1 | 2 | increased by1 |
| Apr 1, 2022 | AUM | $62,620,437 | $286,849,260 | increased by$224,228,823 |
| Apr 1, 2022 | Accounts | 1 | 2 | increased by1 |
| 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 “PATIENT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATIENT CAPITAL” 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.