Unclaimed Profile

Paul S Patel

KILDARE PARTNERS US, LLC·WESTLAKE, Texas

Clean record12 years registeredKILDARE PARTNERS US, LLC

7 VILLAGE CIRCLE, WESTLAKE, TX 76262CRD# 6232925Firm CRD# 167984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul S Patel · WESTLAKE, TX

Registration

CRD #6232925 · KILDARE PARTNERS US, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KILDARE PARTNERS US, LLC

IRON POINT PARTNERS, LLC

Feb 2021 – Mar 2024

Dallas, TX

KILDARE PARTNERS US, LLC

Oct 2013 – Dec 2014

LONDON

Registrations & Exams

Registration record

First registered · October 15, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KILDARE PARTNERS US, LLC

CRD 167984 · SEC 801-78481

AUM

$1.9B

Regulatory assets under management

Employees

10 client accounts

Services offered by KILDARE PARTNERS US, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at KILDARE PARTNERS US, LLC →

Introduction

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Frequently Asked Questions

What services does Paul S Patel offer?

Paul S Patel specializes in Retirement Planning.

What are Paul S Patel's credentials?

Paul S Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul S Patel located?

Paul S Patel is based in WESTLAKE, Texas, last registered with KILDARE PARTNERS US, LLC.

How does Paul S Patel charge for services?

Paul S Patel's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KILDARE PARTNERS US, LLC?

KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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