PATELS AND COMPANY CAPITAL

PATELS AND COMPANY CAPITAL is an SEC-registered investment adviser (CRD 335296).

Registration

• CRD: 335296
• Type: Registered investment adviser
• Phone: 650-274-8139
• Latest filing: 2026-03-22
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335296 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search