Patient Square Capital, LP
Menlo Park, CA·SEC-registered · CRD #312203
Patient Square Capital, LP is an SEC-registered investment advisory firm in Menlo Park, CA managing $18B across 30 client accounts, with 50 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
30
Advisory staff
50
Fee model
Fee-only
How Patient Square Capital, LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Patient Square Capital, LP
How much does Patient Square Capital, LP manage?
Per its most recent SEC Form ADV filing (05/26/2026), Patient Square Capital, LP reports $18B in regulatory assets under management across roughly 30 client accounts.
How does Patient Square Capital, LP charge?
Patient Square Capital, LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Patient Square Capital, LP a fiduciary?
Yes. Patient Square Capital, LP is registered with the U.S. Securities and Exchange Commission (CRD #312203), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Patient Square Capital, LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Patient Square Capital, LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Patient Square Capital, LP's public SEC Form ADV filing (CRD #312203, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Patient Square Capital, LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Patient Square Capital, LP? Claim this profile.