# Patterson Partners Ltd.

> 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.

- CRD: 305859
- Filed as: PATTERSON PARTNERS LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hamilton, Bermuda
- Filing period: October 2026
- Form ADV filing dated: September 30, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305859
- AdvisorCensus page: https://advisorcensus.com/firm/patterson-partners-ltd-hamilton-305859

## Quick answers

**How is Patterson Partners Ltd. compensated?**
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).

**How much does Patterson Partners Ltd. charge?**
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.

**Where is Patterson Partners Ltd. located?**
Patterson Partners Ltd.'s principal office is in Hamilton, Bermuda, according to its Form ADV.

**Is Patterson Partners Ltd. registered with the SEC or a state?**
Patterson Partners Ltd. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305859.

**How much does Patterson Partners Ltd. manage?**
Patterson Partners Ltd. reports $31,484,085 in regulatory assets under management in its Form ADV filing dated September 30, 2025 (100% discretionary).

**How have Patterson Partners Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Patterson Partners Ltd. serve?**
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).

**Which custodians does Patterson Partners Ltd. use?**
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.

**Does Patterson Partners Ltd. 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/305859

**What changed in Patterson Partners Ltd.'s recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $27,151,928 to $31,484,085 (+16%).

## 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 September 30, 2025)

- Subscription: $6,500 a year (Ongoing Financial Planning for a single individual)

> 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.

- Subscription: $8,500 a year (Ongoing Financial Planning 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.

- Flat fee: $2,500 to $50,000 (Project-Based Financial Planning)

> 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

- Flat fee: $3,500 (U.S. Tax Compliance services)

> 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

- Subscription: $200 a month (Daily Money Management Services)

> 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

- Hourly rate: $331 to $669 an hour (professional staff)

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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: $31,484,085
- Discretionary: $31,484,085
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,152,658 |
| High net worth individuals | 9 | $28,950,294 |
| Charitable organizations | 1 | $381,133 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pattersonpartnersltd.com
- Facebook @pattersonpartners
- LinkedIn @patterson-partners-ltd
- LinkedIn @jennifer-a-patterson

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $19,263,617 | 3 | June 16, 2021 |
| October 2022 | $21,619,642 | 4 | October 8, 2021 |
| October 2023 | $18,039,313 | 4 | October 13, 2022 |
| October 2024 | $25,632,154 | 4 | October 17, 2023 |
| October 2025 | $27,151,928 | 3 | April 8, 2025 |
| October 2026 | $31,484,085 | 4 | September 30, 2025 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $27,151,928 to $31,484,085 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patterson Partners Ltd. (CRD 305859): Form ADV filing data as of October 2026.