Patient Square Capital, Lp
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Overview
Patient Square Capital, Lp operates as a financial advisory firm headquartered in Menlo Park, California. It administers $4.9 billion in assets throughout 15 client accounts, placing it among the biggest firms in the United States by assets under management (AUM). The firm has a small team, including 26 financial advisors. Patient Square Capital, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as stocks, bonds and options.
Patient Square Capital, Lp manages all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing the client's approval. The company administers about $330.0 million for each client account. The average advisor at Patient Square Capital, Lp manages fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's headquarters is at 2884 Sand Hill Road, Menlo Park, California 94025. Patient Square Capital, Lp is legally permitted to serve clients throughout a number of states, including California and Delaware.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Patient Square Capital, Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4.9 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
34
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
15
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$330.0 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services are offered. However, fees charged by the firm likely consist of some combination of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 15 accounts, Patient Square Capital, Lp's largest client type by number of accounts is pooled investment vehicles. None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Patient Square Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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