Patriot Mullare Associates, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,972,218
Clients
25
Advisors
2
across 2 offices
About
Patriot Mullare Associates, Inc. provides discretionary investment management for a mix of individuals, families, foundations, endowments, corporations, and unions. The firm serves primarily non‑high‑net‑worth individual clients alongside institutional clients and uses asset‑based fee arrangements for portfolio management.
Its stated investment approach emphasizes value investing grounded in fundamental analysis and a long‑term growth orientation, prioritizing high‑quality, undervalued securities. Portfolios are managed on a discretionary basis, with the brochure noting negotiable, transparent fee arrangements tied to assets under management.
Notable for a firm of its size, Patriot Mullare reports approximately $37.6 million in assets under management, two advisors, and only 25 clients, and does not list high‑net‑worth individuals among its clientele. That small client base combined with service to institutions (such as unions and endowments) and a focused value‑oriented strategy distinguishes it from many similarly supported firms.
Client services
Expertise
Occupation focus
Fee options
Main office
See office99 Derby Street, Suite 200
Hingham MA 02043
Advisors at this office
1
Offices (2)
Most active in
Maine · Massachusetts
Also doing business as
. · Patriot Mullare Associates · Patriot Mullare Associates, Inc · Patriot Mullare Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David V
Series 65
Hingham, MA
Patriot Mullare Associates, Inc
David Vanduyn is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA, since 2006. Patriot Mullare Associates provides discretionary investment management to a diverse client base including foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm employs a fundamental, value-oriented approach to equities and prefers investment-grade fixed-income with diversification and issuer limits, managing accounts without margin, short sales, or derivatives.
George P
Series 63, Series 65
Hingham, MA
Patriot Mullare Associates, Inc
George Pope is the sole advisor at Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Patriot Mullare Associates since 1998. In addition to his advisory role, he has been affiliated with U Mass Boston since 1996. Patriot Mullare Associates provides discretionary investment management to a diverse client base, including institutional and individual clients such as foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm’s investment approach focuses on fundamental, value-oriented equity analysis and investment-grade fixed income with diversification and risk controls, managing accounts without margin, short sales, or derivatives.
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