Patriot Financial Manager, L.P.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 5
- Avg AUM / client
- $226M
- Accounts
- 5
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $1.1B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Patriot Financial Partners Iii, L.P. | Private Equity Fund | Delaware | $594M | 104 |
| Patriot Financial Partners Iv, Lp | Private Equity Fund | Delaware | $286M | 61 |
| Patriot Financial Partners Ii, L.P. | Private Equity Fund | Delaware | $101M | 74 |
| Patriot Financial Partners Parallel Iv, L.P. | Private Equity Fund | Delaware | $45.5M | 30 |
| Patriot Financial Partners Parallel Ii, Lp | Private Equity Fund | Delaware | $12.1M | 46 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ironworkers Local 11 Pension Fund Ironworkers Local 11 Pension Fund Board Of Trustees | 2024 | |
| Laborers' District Council Construction Industry Pension Fund Laborers' District Council Construction Industry Pension Fund | Philadelphia, PA | 2024 |
| Roofers Union Local 30 Combined Pension Fund Joint Board Of Trustees Roofers Local Union 30 | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hollin, Mitchell, Louis | Limited Partner | Dec 2007 (19y) | Less than 5% | |
| Lehr, Seth, Jonathan | Limited Partner | Dec 2007 (19y) | 5% – 10% | |
| Lubert, Ira, Mark | Limited Partner | Dec 2007 (19y) | 10% – 25% | |
| Lynch, James, Joseph | Limited Partner | Dec 2007 (19y) | 25% – 50% | |
| Ross, Howard, David | Limited Partner | Dec 2007 (19y) | 5% – 10% | |
| Wycoff, Walter, Kirk | Limited Partner | Dec 2007 (19y) | 25% – 50% | |
| Vaughn, Michelle, Woods | Chief Compliance Officer | Aug 2012 (14y) | Less than 5% | |
| Murphy, James, Joseph | Chief Financial Officer | Dec 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Patriot Financial Manager, Llc | General Partner | Dec 2007 | A | Less than 5% |
Undisclosed: 0% – 30% 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.
Private funds (5, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Patriot Financial Partners Iii, L.P. | Private Equity Fund | $594M | $1.0M | 104 |
| Patriot Financial Partners Iv, Lp | Private Equity Fund | $286M | $1.0M | 61 |
| Patriot Financial Partners Ii, L.P. | Private Equity Fund | $101M | $1.0M | 74 |
| Patriot Financial Partners Parallel Iv, L.P. | Private Equity Fund | $45.5M | $1.0M | 30 |
| Patriot Financial Partners Parallel Ii, Lp | Private Equity Fund | $12.1M | $1.0M | 46 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ironworkers Local 11 Pension Fund | Ironworkers Local 11 Pension Fund Board Of Trustees | 1,135 | $398M | 07/01/2024 |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | 2,817 | $1.2B | 05/01/2024 |
| Roofers Union Local 30 Combined Pension Fund | Joint Board Of Trustees Roofers Local Union 30 | 787 | $171M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 2.72 MB | 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
- • Performance-based fees
- • Other fees
- • DIRECTOR FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗