{
  "crd_number": 305859,
  "slug": "patterson-partners-ltd-hamilton-305859",
  "primary_business_name": "PATTERSON PARTNERS LTD.",
  "legal_name": "PATTERSON PARTNERS LTD.",
  "dbas": [],
  "city": "Hamilton",
  "state": null,
  "country": "Bermuda",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-13",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2025-09-30",
  "carried_forward": false,
  "raum_total": 31484085.0,
  "raum_discretionary": 31484085.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 381133.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 2152658.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 28950294.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/pattersonpartners",
    "https://linkedin.com/company/patterson-partners-ltd",
    "https://linkedin.com/in/jennifer-a-patterson",
    "https://pattersonpartnersltd.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305859",
  "city_as_filed": "HAMILTON",
  "url": "https://advisorcensus.com/firm/patterson-partners-ltd-hamilton-305859",
  "display_name": "Patterson Partners Ltd.",
  "summary": "Patterson Partners Ltd. is an SEC-registered investment advisory firm in Hamilton, Bermuda, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2025.",
  "citation": "AdvisorCensus. Patterson Partners Ltd. (CRD 305859): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Patterson Partners Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Patterson Partners Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Patterson Partners Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated September 30, 2025 states: Subscription: $6,500 a year (Ongoing Financial Planning for a single individual); Subscription: $8,500 a year (Ongoing Financial Planning for a couple); Flat fee: $2,500 to $50,000 (Project-Based Financial Planning); Flat fee: $3,500 (U.S. Tax Compliance services); Subscription: $200 a month (Daily Money Management Services); Hourly rate: $331 to $669 an hour (professional staff). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Patterson Partners Ltd. located?",
      "a": "Patterson Partners Ltd.'s principal office is in Hamilton, Bermuda, according to its Form ADV."
    },
    {
      "q": "Is Patterson Partners Ltd. registered with the SEC or a state?",
      "a": "Patterson Partners Ltd. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305859."
    },
    {
      "q": "How much does Patterson Partners Ltd. manage?",
      "a": "Patterson Partners Ltd. reports $31,484,085 in regulatory assets under management in its Form ADV filing dated September 30, 2025 (100% discretionary)."
    },
    {
      "q": "How have Patterson Partners Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Patterson Partners Ltd.: Regulatory assets under management: $19,263,617 in the October 2021 data and $31,484,085 in the October 2026 data, up 63%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Patterson Partners Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (6); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Patterson Partners Ltd. use?",
      "a": "Patterson Partners Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Patterson Partners Ltd. report any disciplinary disclosures?",
      "a": "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/305859"
    },
    {
      "q": "What changed in Patterson Partners Ltd.'s recent Form ADV filings?",
      "a": "In the December 2025 filing data: Regulatory assets under management went from $27,151,928 to $31,484,085 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 19263617.0,
      "total_employees": 3,
      "filing_date": "2021-06-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 21619642.0,
      "total_employees": 4,
      "filing_date": "2021-10-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 18039313.0,
      "total_employees": 4,
      "filing_date": "2022-10-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 25632154.0,
      "total_employees": 4,
      "filing_date": "2023-10-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 27151928.0,
      "total_employees": 3,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 31484085.0,
      "total_employees": 4,
      "filing_date": "2025-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $27,151,928 to $31,484,085 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated September 30, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $6,500 a year (Ongoing Financial Planning for a single individual)",
      "Subscription: $8,500 a year (Ongoing Financial Planning for a couple)",
      "Flat fee: $2,500 to $50,000 (Project-Based Financial Planning)",
      "Flat fee: $3,500 (U.S. Tax Compliance services)",
      "Subscription: $200 a month (Daily Money Management Services)",
      "Hourly rate: $331 to $669 an hour (professional staff)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $6,500 a year (Ongoing Financial Planning for a single individual)"
        ],
        "quotes": [
          "We charge a recurring, fixed fee for Ongoing Financial Planning. Fees start at $6,500 per year for a single individual and $8,500 per year for a couple."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $8,500 a year (Ongoing Financial Planning for a couple)"
        ],
        "quotes": [
          "We charge a recurring, fixed fee for Ongoing Financial Planning. Fees start at $6,500 per year for a single individual and $8,500 per year for a couple."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $50,000 (Project-Based Financial Planning)"
        ],
        "quotes": [
          "Patterson Partners may be engaged for our financial planning services on a limited scope basis for a fixed fee or on a time spent basis. Fees typically range from $2,500 to $50,000"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,500 (U.S. Tax Compliance services)"
        ],
        "quotes": [
          "Fixed fees for U.S. Tax Compliance services generally start at $3,500. The total estimated fee, as well as the ultimate fee that we charge the client is based on the scope"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $200 a month (Daily Money Management Services)"
        ],
        "quotes": [
          "Fees generally start at a fixed fee of $200 per month. The total estimated fee, as well as the ultimate fee that we charge the client is based on based on a number"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $331 to $669 an hour (professional staff)"
        ],
        "quotes": [
          "we will charge for time spent based on hourly fees ranging from $331 to $669 for professional staff, depending on the professional classification and experience"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 6500.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Ongoing Financial Planning for a single individual"
        },
        {
          "kind": "subscription",
          "amount": 8500.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Ongoing Financial Planning for a couple"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "Project-Based Financial Planning"
        },
        {
          "kind": "flat",
          "amount": 3500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "U.S. Tax Compliance services"
        },
        {
          "kind": "subscription",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Daily Money Management Services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 331.0,
          "max": 669.0,
          "period": "hour",
          "service": "professional staff"
        }
      ]
    },
    "quotes": [
      "We charge a recurring, fixed fee for Ongoing Financial Planning. Fees start at $6,500 per year for a single individual and $8,500 per year for a couple.",
      "We charge a recurring, fixed fee for Ongoing Financial Planning. Fees start at $6,500 per year for a single individual and $8,500 per year for a couple.",
      "Patterson Partners may be engaged for our financial planning services on a limited scope basis for a fixed fee or on a time spent basis. Fees typically range from $2,500 to $50,000",
      "Fixed fees for U.S. Tax Compliance services generally start at $3,500. The total estimated fee, as well as the ultimate fee that we charge the client is based on the scope",
      "Fees generally start at a fixed fee of $200 per month. The total estimated fee, as well as the ultimate fee that we charge the client is based on based on a number",
      "we will charge for time spent based on hourly fees ranging from $331 to $669 for professional staff, depending on the professional classification and experience"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/patterson-partners-ltd-hamilton-305859.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2152658.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 28950294.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 381133.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305859",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}