# PATIENT SQUARE CAPITAL, LP

PATIENT SQUARE CAPITAL, LP of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 312203
- Type: SEC-registered investment adviser
- SEC file number: 801-120508
- Location: 2884 SAND HILL ROAD, SUITE 100, MENLO PARK, CA, 94025
- Phone: (650) 677-8100
- Latest filing: 2026-05-26
- Regulatory AUM: $17.5B
- Discretionary AUM: $17.5B
- Clients: 97
- Accounts: 30

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Wade | CHIEF FINANCIAL OFFICER AND PARTNER | Poulsbo, WA |
| James Cameron Momtazee | LIMITED PARTNER; MANAGING MEMBER; MANAGING PARTNER | — |
| Adam Mark Fliss | FOUNDING PARTNER; HEAD OF STRATEGY, CAPITAL, LEGAL, AND GOVERNMENT AFFAIRS; GENERAL COUNSEL AND FOUNDING PARTNER | — |
| Carolyn Joy Drayer-Greenwalt | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| Matthew Michael Whelan | CHIEF FINANCIAL OFFICER AND PARTNER | — |
| WHELAN MATTHEW MICHAEL | CHIEF FINANCIAL OFFICER AND PARTNER | — |
| Greenwalt Carolyn Joy | CHIEF COMPLIANCE OFFICER | — |
| MOMTAZEE JAMES CAMERON | LIMITED PARTNER; MANAGING MEMBER; MANAGING PARTNER (+1 more) | — |
| FLISS ADAM MARK | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FOUNDING PARTNER; GENERAL COUNSEL AND FOUNDING PARTNER | — |
| WALKER MARIA CONCEPCION | CHIEF FINANCIAL OFFICER AND FOUNDING PARTNER | — |
| DRAYER-GREENWALT CAROLYN JOY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312203/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312203/similar
- Related entities: https://search.stillhousedata.com/firm/312203/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312203

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.