PATEL CAPITAL MANAGEMENT

PATEL CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 332403). Regulatory assets under management: $20.0M.

Registration

• CRD: 332403
• SEC file number: 801-131111
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search