DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

THE PATRIOT GROUP, LLC

CRD 156727

DARIEN, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:62bb6af3-c624-d25b-ad20-d8ceb7a6549f

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: Feb 14, 2012 to Apr 1, 2013
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

THE PATRIOT GROUP, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $105MItem 5.F on the latest filing (2013-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $105M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 10
Accounts: 5
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $105Mgross asset value as reported per fund; never fund size
Custody, client assets: $105M
SEC number: 801-74156
CRD: 156727
Filings on the tape: 3
First filed: Feb 14, 2012
Latest filed: Apr 1, 2013
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OHP DIRECTED CREDIT FUND, LLC	Hedge Fund	$20.9M	Apr 1, 2013	1	Feb 14, 2012	reported	n/a
PFM REVERE FUND, LLC	Hedge Fund	$450,000	Feb 14, 2012	0	Feb 14, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIELD, JOHN, (NMN)	CHIEF FINANCIAL OFFICER, MEMBER	A	yes	01/2008	Feb 14, 2012	Apr 1, 2013
HAAS, JEFFREY, M. (MI ONLY)	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER	Na	yes	04/2011	Feb 14, 2012	Apr 1, 2013
HOWE, JOHN, CHRISTOPHER	CHIEF EXECUTIVE OFFICER, MEMBER	C	yes	05/2000	Feb 14, 2012	Apr 1, 2013
DEUTSCH, ROBERT, ALAN	Member	B	no	06/2000	Feb 14, 2012	Apr 1, 2013
KANE, JONATHAN, THOMAS	Member	A	no	05/2004	Feb 14, 2012	Apr 1, 2013
TUCKER, JUDITH, (NMN)	Member	B	no	06/2005	Feb 14, 2012	Apr 1, 2013

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PATRIOT INVESTMENT MANAGEMENT, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Apr 1, 2013	$105M	$105M	10	10	n/a	4	$105M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$105M	n/a	n/a	n/a	n/a	10	n/a	n/a	n/a

Relationships

Advises (2)

→ OHP DIRECTED CREDIT FUND, LLCPrivate fundHedge Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PFM REVERE FUND, LLCPrivate fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Feb 14, 2012factForm ADV

Controls (3)

← HOWE, JOHN, CHRISTOPHEROwnerCHIEF EXECUTIVE OFFICER, MEMBER, ownership code C, individual
Feb 14, 2012 to presentfactForm ADV
← HAAS, JEFFREY, M. (MI ONLY)OwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← FIELD, JOHN, (NMN)OwnerCHIEF FINANCIAL OFFICER, MEMBER, ownership code A, individual
Feb 14, 2012 to presentfactForm ADV

Owns (3)

← DEUTSCH, ROBERT, ALANOwnerMEMBER, ownership code B, individual
Feb 14, 2012 to presentfactForm ADV
← KANE, JONATHAN, THOMASOwnerMEMBER, ownership code A, individual
Feb 14, 2012 to presentfactForm ADV
← TUCKER, JUDITH, (NMN)OwnerMEMBER, ownership code B, individual
Feb 14, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62bb6af3-c624-d25b-ad20-d8ceb7a6549f
First observed: Feb 14, 2012
Last observed: Apr 1, 2013 164 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE PATRIOT GROUP, LLC

CRD 156727

DARIEN, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:62bb6af3-c624-d25b-ad20-d8ceb7a6549f

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OHP DIRECTED CREDIT FUND, LLC

Hedge Fund

$20.9M

Apr 1, 2013

Feb 14, 2012

reported

n/a

PFM REVERE FUND, LLC

Hedge Fund

$450,000

Feb 14, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIELD, JOHN, (NMN)

CHIEF FINANCIAL OFFICER, MEMBER

yes

01/2008

Feb 14, 2012

Apr 1, 2013

HAAS, JEFFREY, M. (MI ONLY)

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER

yes

04/2011

Feb 14, 2012

Apr 1, 2013

HOWE, JOHN, CHRISTOPHER

CHIEF EXECUTIVE OFFICER, MEMBER

yes

05/2000

Feb 14, 2012

Apr 1, 2013

DEUTSCH, ROBERT, ALAN

Member

06/2000

Feb 14, 2012

Apr 1, 2013

KANE, JONATHAN, THOMAS

Member

05/2004

Feb 14, 2012

Apr 1, 2013

TUCKER, JUDITH, (NMN)

Member

06/2005

Feb 14, 2012

Apr 1, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PATRIOT INVESTMENT MANAGEMENT, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Apr 1, 2013

$105M

n/a

$105M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$105M

n/a