Hingham, MA Gardner Street Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Patriot Mullare Associates, Inc
Supported
Firm-wide stats for Patriot Mullare Associates, Inc
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.
Based on Patriot Mullare Associates, Inc
Location
230 Gardner Street
Hingham MA 02043
Advisors at this office
1
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