PATTERSON INVESTMENTS, INC.

PATTERSON INVESTMENTS, INC. of DAVIE, FL is an SEC-registered investment adviser (CRD 152218). Regulatory assets under management: $83.5M.

Registration

• CRD: 152218
• SEC file number: 801-70847
• Type: Registered investment adviser
• Location: 4801 S UNIVERSITY DRIVE,, DAVIE, FL, 33328
• Phone: 305-648-3080
• Latest filing: 2026-04-24
• Regulatory AUM: $83.5M
• Discretionary AUM: $83.5M
• Clients: 1
• Accounts: 302

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 152218 on SEC IAPD (source of record)
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