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PATRIA PRIVATE EQUITY (EUROPE) LIMITED

CRD 318769File 801-128562
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.01B
Top 10% of cohort (national)
Discretionary AUM
$7.86B
Non-discretionary $145.4M
Clients
46
46 accounts
Employees
70

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Aug 28, 2023
Principal office
NEW CLARENDON HOUSE, 114 - 116 GEORGE STREET, EDINBURGH, EH2 4LH
Phone
+44 07880365824

Assets & accounts

ADV Item 5F
Total regulatory AUM
$8.01B
Discretionary AUM
$7.86B
Non-discretionary AUM
$145.4M
Discretionary accounts
32
Non-discretionary accounts
14
Total accounts
46
AUM per client
$174.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$168.6M
Insurance companies3$491.4M
Investment companies2$77.9M
Pooled investment vehicles26$4.48B
Pension and profit sharing plans4$1.10B
State or municipal government entities4$1.69B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

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
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jun 1, 2026DisclosuresYesNo
Apr 1, 2026Clients4246increased by4
Apr 1, 2026AUM$6,943,189,096$8,005,705,681increased by$1,062,516,585
Apr 1, 2026Accounts4246increased by4
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PATRIA PRIVATE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATRIA PRIVATE” 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.