# Patron Partners, LLC

> Patron Partners, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 310629
- Filed as: PATRON PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310629
- AdvisorCensus page: https://advisorcensus.com/firm/patron-partners-llc-houston-tx-310629

## Quick answers

**How is Patron Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Patron Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Patron Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Patron Partners, LLC located?**
Patron Partners, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Patron Partners, LLC registered with the SEC or a state?**
Patron Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310629.

**How much does Patron Partners, LLC manage?**
Patron Partners, LLC reports $325,702,333 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Patron Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Patron Partners, LLC: Regulatory assets under management: $207,576,132 in the October 2021 data and $325,702,333 in the October 2026 data, up 57%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Patron Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (73); corporations or other businesses not listed above (5).

**Which custodians does Patron Partners, LLC use?**
Patron Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Patron Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310629

**Does Patron Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Patron Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Generally, fees may vary from 0.50% to 2.00% per annum on the market value of a client’s assets managed by Patron Partners. In limited circumstances, asset management may also be done on a flat fee basis.

- Account minimum: None

> The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $325,702,333
- Discretionary: $325,702,333
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $36,882,033 |
| High net worth individuals | 86 | $269,605,970 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $215,062 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 5 | $18,999,268 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- patronpartners.com
- patronpartnersadvisors.com
- Facebook @PATRONPARTNERS
- LinkedIn @PATRONPARTNERS
- X @PATRONPARTNERS
- X @patronpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $207,576,132 | 5 | June 1, 2021 |
| October 2022 | $252,752,653 | 6 | March 12, 2022 |
| October 2023 | $248,588,971 | 5 | September 5, 2023 |
| October 2024 | $298,530,728 | 5 | March 21, 2024 |
| October 2025 | $349,195,764 | 6 | March 18, 2025 |
| October 2026 | $325,702,333 | 7 | April 28, 2026 |

Regulatory assets under management: $207,576,132 in the October 2021 data and $325,702,333 in the October 2026 data, up 57%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patron Partners, LLC (CRD 310629): Form ADV filing data as of October 2026.