Patriot Securities

Thomas J. Kalil, the founder and president, oversees all origination, structuring, and placement activity. He has led the firm since its 2002 launch. Patriot does not publicize a dedicated chief investment officer or investment committee, which is consistent with its structure as a single-leader boutique.

Patriot sources primarily from non-bank mortgage originators, specialty finance companies, and regional lenders. These are typically direct bilateral relationships, not syndicated desks or electronic trading platforms. The firm places paper with community banks and credit unions that hold assets to maturity, making the sourcing model relationship-dependent on both sides of the trade.

It is neither. Patriot is a boutique institutional broker-dealer and fixed-income advisor. The firm runs no proprietary pooled funds and has never disclosed operating as a family office. Its revenue derives from placement fees, advisory retainers, and spread-based execution on whole-loan and securities transactions for depository institutions.

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.

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.