This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$31.5MItem 5.F on the latest filing (2025-09-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$31.5M

Private client RAUM

$31.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$10.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

24

Individual clients

6

High net worth clients

9

SEC number

801-117659

CRD

305859

Filings on the tape

11

First filed

Oct 21, 2019

Latest filed

Sep 30, 2025

Organised

Other (specify)

Website

pattersonpartnersltd.com

• Occurred

  Oct 21, 2019
  First Form ADV filing

  Patterson Partners Ltd. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b5df88a4-122c-5cf0-54bf-e5f09b0b7b4f

First observed

Oct 21, 2019

Last observed

Sep 30, 2025 11 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.