A complete list of active advisors currently associated with Patrumin Investors, LLC

Warmer can help you find a great advisor at Patrumin Investors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Patrumin Investors, LLC, 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.