PATIENT CAPITAL MANAGEMENT, LLC
C23
CRD 307336·SEC 801-118170·BALTIMORE, MD
AUM
$2.50B
$1B+
Est. Revenue
$25.0M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$60.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $62.6M
'23 · $286.8M
'25 · $2.08B
'26 · $2.50B
'22'26
$62.6M → $2.50B▲ +3896%
Client mix
| Individuals High Net Worth | 2 |
| Other Investment Advisers | 2 |
| Investment Companies | 1 |
| Pooled Investment Vehicles | 1 |
| State Or Municipal Govt | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 2 advisors
'22 · 3 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'21'26
2 advisors → 4 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
ONE SOUTH STREET, SUITE 2101BALTIMORE, MD 21202
Business
ONE SOUTH STREET, SUITE 2101BALTIMORE, MD 21202
Edgar Recent Filings
13F-HR2026-05-14 · 0001854794-26-000004
SCHEDULE 13G/A2026-05-08 · 0001085146-26-000402
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited