PATIENT SQUARE CAPITAL, LP

MENLO PARK, California·5 registered advisors·CRD# 312203
SEC# 801-1205082(650) 677-8100
01

Firm Overview

AUM
$7.9B
Regulatory assets under management
Employees
53
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PATIENT SQUARE CAPITAL, LP

5 registered advisors
Adam Mark Fliss
MENLO PARK, California
Carolyn Joy Drayer-Greenwalt
MENLO PARK, California
James Cameron Momtazee
MENLO PARK, California
Maria Concepcion Walker
MENLO PARK, California
Matthew Michael Whelan
MENLO PARK, California
05

Office Locations

MENLO PARK, California
5 advisors

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Data sourced from SEC Form ADV filings. PATIENT SQUARE CAPITAL, LP (CRD# 312203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.