# PATEL CAPITAL MANAGEMENT

PATEL CAPITAL MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 332403
- Type: SEC-registered investment adviser
- SEC file number: 801-131111
- Phone: 415-867-4301
- Latest filing: 2026-04-19
- Regulatory AUM: $20.0M
- Discretionary AUM: $17.0M
- Non-discretionary AUM: $3.0M
- Clients: 1
- Accounts: 30

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| PATEL PAUL S | MEMBER AND CCO | — |
| PATEL SHAILESH | MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332403/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332403/similar
- Related entities: https://search.stillhousedata.com/firm/332403/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332403

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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.