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Patriot Securities
Patriot Securities LLC is a state-registered investment adviser in Jupiter, FL. The firm manages approximately $30 million in regulatory assets.
Patriot Securities
Patriot Securities LLC is a state-registered investment adviser in Jupiter, FL. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2002
Location
Region
North America
Country
United States
City
Jupiter
Corporate office
New York, NY, United States
Principals
Thomas J. Kalil
President
Sector focus
Frequently asked questions
Does Patriot participate in fund commitments or only direct deals?
Patriot does not operate as a fund investor or allocator. Its business is pure execution: originating whole loans and structured credit instruments and placing them directly with institutional buyers. The firm has not created a comingled investment vehicle for third-party capital.
What sectors does Patriot Securities explicitly avoid?
Patriot has no disclosed activity in venture capital, growth equity, public equities, or fund-of-funds commitments. The firm does not invest in or underwrite large-cap corporate credit, sovereign debt, or broadly syndicated loans. Its perimeter is deliberately narrow — whole-loan mortgages, small-balance commercial real estate debt, and agency-eligible MBS for community lenders.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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