A complete list of active advisors currently associated with Patels Capital

Warmer can help you find a great advisor at Patels Capital or one who fits your needs even better.

Patels Capital provides advisory and consulting services to individuals, high‑net‑worth families, trusts, estates, small businesses, endowments, and charitable organizations. The firm offers discretionary and non‑discretionary portfolio management across public and private markets, investment consulting for private funds and Section 1031 exchanges (including DST/TIC structures and 721 conversion considerations), and financial planning on a project or hourly basis. The firm builds customized investment policy statements and implements portfolios using a mix of fundamental, quantitative, qualitative, and macroeconomic analysis, with separate processes for public securities and private market due diligence. It executes discretionary trades for clients who grant authority and delivers non‑discretionary recommendations and project work on an agreed‑upon consulting basis, including an hourly alternative to fixed project fees. Unlike many solo independent advisers, the firm was recently established and currently reports no client assets under management, and its principal maintains a full‑time institutional investment role while operating the advisory business outside normal work hours. The adviser emphasizes private‑market expertise (manager due diligence, cash‑flow modeling, co‑investments and secondaries, and 1031/DST advisory), and discloses that it does not accept third‑party compensation for recommendations.

To learn more about the advisors currently working at Patels Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.