Patriot Mullare Associates, Inc.
- Regulatory AUM
- $37.6M
- Discretionary
- $37.6M
- Clients
- 26
- Avg AUM / client
- $1.4M
- Accounts
- 40
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $16.0M | 42.5% |
| Pension and profit sharing plans | 1 | $21.6M | 57.5% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Health & Welfare Fund Of Intern Tional Union Of Operating Engi EIN 042624972 | Quincy, MA | 12/31/2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mullare, Paul, Alan | President | Jan 1986 (41y) | 75% or more | |
| David Richard Vanduyn | Chief Compliance Officer | May 2006 (20y) | Less than 5% | |
| George David Pope | Registered representative | Feb 2001 (26y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Health & Welfare Fund Of Intern Tional Union Of Operating Engi | Public charity | $28.0M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/02/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 02, 2026.
View current Form ADV (SEC/IAPD) ↗