United States · 
What does Patriot Financial Partners invest in?
Patriot Financial Partners invests most often at Series A and Series B (100% of the rounds on record), in sectors such as Community and Communities.
Patriot Financial Partners highlights
- 01
1 cheques in the last 12 months
- 02
Mostly Series A and Series B: 100% of its rounds
- 03
Led 1 rounds
What they do
Patriot Financial Partners is a private equity firm focused on investing in community banks, thrifts and financial services related companies throughout the United States.From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries ASeries B
- Sectors
- CommunityCommunities
- Based in
- Radnor, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first2 appearances
- 2026
1 round
- Feb
- 2019
1 round
- Sept
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration13 named
DJDavid J. HonoldDirector of General PartneriFiling they signed
HDHoward David RossLimited PartneriForm ADV
IKIra Kirk LubertMember of General Partner of the Issuer's GPiFiling they signed
JKJames Kirk DeutschMember of General Partner of the Issuer's GPiFiling they signed
JJJames Joseph LynchManaging Director of General Partner of the Issuer's GPiFiling they signed
JJJames Joseph MurphyChief Financial OfficeriForm ADV
JKJeffrey Kirk MillerDirector of General PartneriFiling they signed
MWMichelle Woods VaughnChief Compliance OfficeriForm ADV
MLMitchell Louis HollinLimited PartneriForm ADV
SJSeth Jonathan LehrLimited PartneriForm ADV
TCThomas CestareDirector of General PartneriFiling they signed
WKW. Kirk WycoffManaging Director of General Partner of the Issuer's GPiFiling they signed
WKWalter Kirk WycoffLimited PartneriForm ADV
We also hold 25 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.1Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Patriot Financial Manager, L.P.
- SEC number
- CRD 159818
Funds on its Form ADV
5 private funds, $1.0B in gross assets · filed Dec 2024
- Patriot Financial Partners III, L.P.Private equity104 investors$594M
- Patriot Financial Partners IV, L.P.Private equity61 investors$286M
- Patriot Financial Partners II, L.P.Private equity74 investors$101M
- Patriot Financial Partners Parallel IV, L.P.Private equity30 investors$45M
- Patriot Financial Partners Parallel II, L.P.Private equity46 investors$12M
What they claim to have backed
From their own portfolio page (on their website)
0 of 10 we have independently watched raise
1stunitedbankflAmericancharteredBancofcalBankofncBay-cities-bankCapebanknjCardinalbankCvcbEquitybankThebeneficial
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.