← Directory
PATIENT CAPITAL MANAGEMENT, LLC
CRD 307336File 801-118170
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.