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Patriot Advisory Group
Patriot Management is an SEC-registered investment adviser in Knoxville, TN, registered since 1998. The firm manages $1.9 billion in assets, with $1.9 billion...
Patriot Advisory Group
Patriot Management is an SEC-registered investment adviser in Knoxville, TN, registered since 1998. The firm manages $1.9 billion in assets, with $1.9 billion on a discretionary basis. It has 25 employees and 16 investment advisers.
General information
Firm type
RIA
Year founded
2002
Location
Region
North America
Country
United States
City
Knoxville
Corporate office
1 New Hampshire Ave, Suite 125, Portsmouth, NH 03801, United States
Principals
Mark Berube
Founder
David Ocasio
Advisor to Mark Berube
Sector focus
Frequently asked questions
Who runs investment decisions at Patriot Advisory Group?
Mark Berube, founder and principal, leads the firm's investment decisions. He is supported by advisor David Ocasio, who brings nearly 20 years of financial services experience. The firm operates with a small team of four professionals (per firm website).
How does Patriot Advisory Group source proprietary deal flow?
Patriot Advisory Group does not publicly disclose proprietary deal flow sourcing. The firm serves a limited clientele of individuals, couples, and families who hear about the firm from existing clients, indicating a referral-based client acquisition model (per firm website).
Is Patriot Advisory Group structured as a single family office or an RIA?
Patriot Advisory Group is a Registered Investment Advisory (RIA) firm, not a single family office. It serves a limited clientele of individuals, couples, and families, operating as a fee-based fiduciary (per firm website).
Does Patriot Advisory Group participate in fund commitments or only direct deals?
Patriot Advisory Group's investment approach is not detailed in terms of fund commitments vs. direct deals. The firm states it utilizes a dynamic investment approach with uncommon transparency and provides hedge fund counsel, but no specific fund or direct deal participation is disclosed (per firm website).
What investment stages does Patriot Advisory Group typically target?
Patriot Advisory Group does not publicly disclose specific investment stage targets. The firm's services emphasize strategic wealth management for individuals and families, with a focus on financial and estate planning rather than venture-stage investing (per firm website).
Which sectors does Patriot Advisory Group explicitly avoid?
Patriot Advisory Group does not publicly disclose any sectors it explicitly avoids. The firm's website emphasizes a tailored approach to each client's needs without listing excluded sectors (per firm website).
Where does the underlying wealth of Patriot Advisory Group's clients come from?
Patriot Advisory Group does not publicly disclose the wealth origin of its clients. The firm positions itself as serving a limited clientele of individuals, couples, and families, but no information about underlying wealth sources is provided (per firm website).
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