PATRIOT ASSET MANAGEMENT, INC.

PATRIOT ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 166241). Regulatory assets under management: $38.7M.

Registration

• CRD: 166241
• SEC file number: 801-122569
• Type: Registered investment adviser
• Phone: 518-775-6732
• Latest filing: 2025-12-17
• Regulatory AUM: $38.7M
• Discretionary AUM: $38.7M
• Clients: 1
• Accounts: 286

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 166241 on SEC IAPD (source of record)
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