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PATIENT SQUARE CAPITAL, LP
CRD 312203File 801-120508
APPROVED
Custody
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.51B
Top 10% of cohort (national)
Discretionary AUM
$17.51B
Clients
30
30 accounts
Employees
97
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 15, 2021
- Principal office
- 2884 SAND HILL ROAD, SUITE 100, MENLO PARK, CA, 94025
- Phone
- (650) 677-8100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.51B
- Discretionary AUM
- $17.51B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $583.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 30 | $17.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 | Employees | 77 | 97 | increased by20 |
| Apr 1, 2026 | Clients | 26 | 30 | increased by4 |
| Apr 1, 2026 | AUM | $11,996,495,239 | $17,512,552,081 | increased by$5,516,056,842 |
| Apr 1, 2026 | Accounts | 26 | 30 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 77 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 26 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,120,557,201 | $11,996,495,239 | increased by$9,875,938,038 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 26 | increased by18 |
| Apr 1, 2022 | Employees | 16 | 29 | increased by13 |
| Apr 1, 2022 | Clients | 6 | 8 | increased by2 |
| Apr 1, 2022 | AUM | $1,300,800,000 | $2,120,557,201 | increased by$819,757,201 |
| Apr 1, 2022 | Accounts | 6 | 8 | increased by2 |
| Nov 1, 2021 | Clients | 5 | 6 | increased by1 |
| Nov 1, 2021 | AUM | $629,900,000 | $1,300,800,000 | increased by$670,900,000 |
| Nov 1, 2021 | Accounts | 5 | 6 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PATIENT SQUARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATIENT SQUARE” 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.