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PATTERSON PARTNERS LTD.

HAMILTON, Bermuda · CRD 305859 · IAPD ↗ · pattersonpartnersltd.com · 441-296-3528

$31.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
April 2025 — PATTERSON PARTNERS LTD. moved its main office from PEMBROKE, to HAMILTON, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
November 2024 — PATTERSON PARTNERS LTD. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.