Patton Fund Management is a fund manager in Dallas with $438.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
300079738
SEC advisor number
801-88211
FINRA CRD number
120533
AUM ?
$438.00 mm
(as of 10 Apr 23)
Accounts
270
(as of 10 Apr 23)
Employees
2
(1 investment advisory or research)
Address
Patton Fund Management
5956 SHERRY LANE
SUITE 1000
DALLAS
TX 75225
5956 SHERRY LANE
SUITE 1000
DALLAS
TX 75225
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
214-234-9900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Patton, Mark, Allen | President, CCO, Treasurer and Secretary; Director; Sole Shareholder | 04/2002 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Patton Wealth Advisors | $438.00 mm | |
Audacity Fund, L.P. | $43.73 mm | Hedge Fund |
Patton Flex Fund, LP | $198.63 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Apr 22