Patient Square Capital

Private Equity SEC-registered adviser

Legal name: Patient Square Capital, LP

Menlo Park, CA Website LinkedIn

AUM

$17.5B
Regulatory AUM

Private funds

30
Private Equity 30

Private fund assets

$17.2B
Gross asset value

Employees

97

Last Form D raise

Sep 2026
Most recent fund filing

From SEC Form ADV filing (filed May 26, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Adam Fliss
Founding Partner; Head of Strategy, Capital, Legal, and Government Affairs
Source: SEC Form ADV
C
Carolyn Drayer-Greenwalt
Chief Compliance Officer and Managing Director
Source: SEC Form ADV
C
Christopher Wade
Chief Financial Officer and Partner
Source: SEC Form ADV
J
James Momtazee
Managing Partner
Source: SEC Form ADV

Funds(30)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
30. Redwood Capital Discretionary Partners, L.P.Private Equity$13.8M$17.7M5Sep 2026Hot
21. Patient Square Equity Executives Qp II, L.P.Private Equity———Mar 2026Warm
25. Patient Square Equity Co-Invest II, L.P.Private Equity$61.3M$61.3M3Nov 2025Warm
28. Patient Square Premium Coinvest, L.P.Private Equity$50.0M——Nov 2025Warm
23. Patient Square Equity Partners Ii-A, L.P.Private Equity$1.5B$3.1B24Aug 2025Cool
22. Patient Square Equity Partners II, L.P.Private Equity$1.5B$3.1B26Aug 2025Cool
29. Blackwell Capital Partners II, L.P.Private Equity$1.5B——Aug 2025Cool
27. Patient Square Paradigm Coinvest, LPPrivate Equity$500.0M——Feb 2025Cool
26. Patient Square Compass Coinvest, LPPrivate Equity$170.4M$15.0M1Jan 2025Cool
19. Psc Stanley Coinvest, LPPrivate Equity$965.1M——Jul 2023Cold
07. Psc Atlantic Coinvest, LPPrivate Equity$110.6M——Jul 2023Cold
12. Psc Ginger Coinvest II, LPPrivate Equity$59.0M——Jul 2023Cold
14. Psc Kr Coinvest, LPPrivate Equity$386.6M$140.0M4May 2023Cold
05. Blackwell Capital Partners, LPPrivate Equity$2.1B——Apr 2023Cold
11. Psc Ep Discretionary Coinvest III, LPPrivate Equity$570.9M——Jan 2023Cold

Board seats(2)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Covenant Surgical Holdings
Hospitals and PhysiciansNashville, TNDirector: James Momtazee
$3.5M raised
Since Oct 2017
SEC Form D
Ajax Health
Other Health CareMenlo Park, CADirector: James Momtazee
$125.0M raised
Since Jul 2018
SEC Form D

Regulatory identifiers

CRD number
312203
SEC file number
801-120508

Sources