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PATRICOF CO

NEW YORK, NY · CRD 320902 · IAPD ↗ · pco.com · 212-393-4420

$264.2MRegulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
36Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
April 2024 — PATRICOF CO (NEW YORK, NY) is newly SEC-registered with $179.3M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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