PATTON FUND MANAGEMENT, INC.

HTTPS://WWW.LINKEDIN.COM/IN/MARK-PATTON-5771A11/ DALLAS, TX Investment Advisor How do I update this listing?

Patton Fund Management is based out of Dallas. Patton Fund Management is a large advisory firm with 143 clients and discretionary assets under management (AUM) of $291,512,785 (Form ADV from 2019-04-16). Their last reported 13F filing for Q2 2019 included $252,016,000 in managed 13F securities and a top 10 holdings concentration of 46.29%. Patton Fund Management's largest holding is iShares Core S&P 500 ETF with shares held of 143,878. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 1.3%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PATTON FUND MANAGEMENT, INC.
Classified as Hedge Fund
5956 SHERRY LANE SUITE 1000
DALLAS TX    75225
Country: United States

Business Phone: 214-234-9900
Fax: 214-234-9911
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IN
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees,ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSES
Amount of client funds and securities: 198,017,000
Total Number of Clients: 143
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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