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PATIENT SQUARE CAPITAL, LP

MENLO PARK, CA · CRD 312203 · IAPD ↗ · patientsquarecapital.com · (650) 677-8100

$17.51BRegulatory AUM
50Advisory reps
97Employees
0Clients
n/aPlanning clients
30Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — PATIENT SQUARE CAPITAL, LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
54
April 2026 — PATIENT SQUARE CAPITAL, LP reported RAUM up 46% ($12.00B -> $17.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — PATIENT SQUARE CAPITAL, LP grew from 40 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — PATIENT SQUARE CAPITAL, LP reported RAUM up 52% ($7.88B -> $12.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — PATIENT SQUARE CAPITAL, LP grew from 28 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — PATIENT SQUARE CAPITAL, LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2024 — PATIENT SQUARE CAPITAL, LP reported RAUM up 59% ($4.95B -> $7.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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