Patrumin Investors, LLC

Patrumin Investors is a small independent registered investment adviser that provides discretionary portfolio management to a range of clients, including individuals, high-net-worth clients, trusts and estates, charitable organizations, foundations, endowments, institutions, corporations, and small businesses. The firm delivers its services primarily through separately managed accounts using four long-only equity model strategies available to private and institutional investors.

The firm’s investment process is bottom-up fundamental analysis focused on U.S. equities, seeking companies with durable free cash flow and secular growth opportunities; typical holding horizons are 18–24 months or longer and portfolios tend to have relatively low turnover. Portfolios are constructed from the firm’s model strategies (including a smaller DividendsPlus+ sleeve and other multi-cap, small-cap, and smicrocap strategies), can be comingled with fixed income for diversification, and are managed on a fully discretionary basis.

Compared with many solo independent advisers, Patrumin explicitly positions its model separately managed account strategies for institutional use and for other investment-adviser clients, and it documents specific portfolio construction limits (for example, maximum single-company concentration of 8% and a ~25‑security DividendsPlus+ sleeve). The firm also emphasizes a concentrated, research-driven approach with regular quarterly reviews and ongoing monitoring of client accounts.