Patriot Financial Manager

Private Equity SEC-registered adviser

Legal name: Patriot Financial Manager, L.P.

Radnor, PA Website LinkedIn

AUM

$1.1B
Regulatory AUM

Private funds

5
Private Equity 5

Private fund assets

$1.1B
Gross asset value

Employees

16

Last Form D raise

May 2023
Most recent fund filing

From SEC Form ADV filing (filed Mar 24, 2026). View on SEC

People(2)

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

J
James Lynch
Member, Patriot Financial Manager
Source: SEC Form ADV
W
Walter Wycoff
Member, Patriot Financial Manager
Source: SEC Form ADV

Funds(5)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Patriot Financial Partners IV, LPPrivate Equity$296.6M$219.0M60May 2023Cold
Patriot Financial Partners Parallel IV, L.P.Private Equity$47.3M$34.9M29May 2023Cold
Patriot Financial Partners III, L.P.Private Equity$704.8M$374.1M101Aug 2018Cold
Patriot Financial Partners II, L.P.Private Equity$72.6M$262.4M64Jul 2015Cold
Patriot Financial Partners Parallel II, LPPrivate Equity$8.5M$30.6M44Jul 2015Cold

Board seats

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

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
159818
SEC file number
801-73715

Sources