Single Family OfficeRIA · CRD 105414SEC-Registered

Updated:

Patten and Patten

Patten and Patten, Inc. is an SEC-registered investment adviser in Chattanooga, TN, since 1976. The firm manages $2.2 billion in assets. It has 13 employees...

Patten and Patten

Patten and Patten, Inc. is an SEC-registered investment adviser in Chattanooga, TN, since 1976. The firm manages $2.2 billion in assets. It has 13 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Private Equity

Frequently asked questions

Who manages investment decisions at Patten and Patten?

The firm does not publicly name its principals or investment team. Public records and the firm's website identify the entity but do not disclose individual operators. This opacity is characteristic of the firm's private mandate.

How does Patten and Patten source its deal flow?

Deal flow sourcing is not publicly described. Given the firm's low profile, it likely relies on direct relationships and personal networks rather than public marketing. No proprietary sourcing model has been confirmed in external sources.

Is Patten and Patten structured as a single or multi-family office?

Based on available information, Patten and Patten operates as a single-family office exclusively serving the Patten family. There is no evidence of external client management or a multi-family office structure.

What investment stages does Patten and Patten typically target?

The firm does not publicly disclose its stage preferences. Its focus on private equity suggests a posture consistent with later-stage or direct investments, though no confirmed stage-specific mandates exist in public records.

Where does the underlying wealth at Patten and Patten come from?

The specific source of the Patten family's wealth is not publicly disclosed. The firm's name indicates a family heritage, but details regarding the founding business or industry have not been made public.

Profile maintained by 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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