Managers/Private equity/Pennsylvania/Patriot Financial Manager

Patriot Financial Manager

Patriot Financial Manager is a private equity manager in Radnor, PA. It is registered with the SEC as an investment adviser with $1.1B in regulatory assets and 16 staff. It has 3 funds on file, the latest reported in January 2026.

Funds on file
3
Raised, all funds
$304.1M
Regulatory assets
$1.1B
Staff
16
Pension investors
1
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jan 2026 Patriot Financial Partners V, L.P. Private equity $50.3M $400M
May 2023 Patriot Financial Partners IV, L.P. Private equity $219M $300M
May 2023 Patriot Financial Partners Parallel IV, L.P. Private equity $34.9M $300M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.1B
Employees16
Clients5 private funds.
Control personsJames, Joseph Lynch, James, Joseph Murphy, Michelle, Woods Vaughn, Walter, Kirk Wycoff.
Private funds5 private funds holding $1B in gross assets.

Private funds it reports

FundTypeGross assets
Patriot Financial Partners Iii Private equity $594.1M
Patriot Financial Partners IV Private equity $285.9M
Patriot Financial Partners II Private equity $101.4M
Patriot Financial Partners Parallel IV Private equity $45.5M
Patriot Financial Partners Parallel II Private equity $12.1M