LP Profile

Patterson Partners

Also known as patterson

Wealth ManagerHamilton, BermudaFounded 2006
Hamilton
Headquarters
Investment Focus

About Patterson Partners

The "secret advantage" to American expat and Bermuda/US employees in international business. Our unique process is featured in "Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction"

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Patterson Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$31.5M
Total Clients
24
Filing Date
September 30, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Patterson Partners?

Patterson Partners is a wealth manager based in Hamilton, Bermuda.

Where is Patterson Partners headquartered?

Patterson Partners is headquartered in Hamilton, Bermuda.

When was Patterson Partners founded?

Patterson Partners was founded in 2006.

How can I contact Patterson Partners?

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