Key facts
- THE PATRIOT FINANCIAL GROUP, LLC is a other based in WALPOLE, MA.
- THE PATRIOT FINANCIAL GROUP, LLC has 7 funds on record, raising $985.0M across the 7 that report a size.
Registered with the SEC
Form ADV · 2026-04 · CRD 172470- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 58
- Registered office
- WALPOLE, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for THE PATRIOT FINANCIAL GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
6 of 7 recorded- Patriot Financial Partners V, L.P.2026$50.3M
- Patriot Financial Partners VC Parallel V, L.P.2026$13.7M
- Patriot Financial Partners Parallel IV, L.P.2022$34.9M
- Patriot Financial Partners IV, L.P.2021$219.0M
- PATRIOT FINANCIAL PARTNERS III, L.P.2017$374.1M
- Patriot Financial Partners II, L.P.2013$262.4M
$985.0M raised across the 7 funds that report a size
All 7 funds →