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Patriot Advisory Group
Patriot Advisory Group is a wealth management firm founded by Mark Berube in 2002, serving a referral-only clientele as a fee-based fiduciary in...
Patriot Advisory Group
Mark Berube left Prudential after 16 years to launch his own firm in 2002, establishing Patriot Advisory Group as a Registered Investment Advisory firm in Portsmouth, New Hampshire. The wealth origin of the family served is not publicly disclosed; the firm presents itself as a strategic wealth manager for a limited clientele. Patriot Advisory Group operates as a fee-based fiduciary, constructing outcomes-based solutions across three pillars: accumulation, sustainment, and distribution. The firm provides investment solutions with a dynamic approach and uncommon transparency, along with financial and estate planning. Asset-class coverage includes equities, fixed income, and alternative investments, with hedge fund counsel noted as an area of expertise. The team advises exclusively individuals, couples, and families who come through client referrals. The firm employs four professionals: Mark Berube (ChFC, CLU), David Ocasio (ChFC, NSSA), Samantha Anlauf, and Nicholas Adams. Berube and Ocasio have worked together for nearly 10 years. The firm is headquartered in Portsmouth, New Hampshire, with no other offices listed. No philanthropic structures or adjacent vehicles are publicly associated with the firm. Patriot Advisory Group’s structural differentiator lies in its deliberate small-client model and referral-only growth strategy. The firm explicitly avoids the cookie-cutter approach of larger franchise firms, tailoring advice to complex financial situations such as estate and divorce planning. Succession structure remains undisclosed.
General information
Firm type
RIA
Year founded
2002
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Portsmouth
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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