# Patriot Financial Partners: portfolio, investments and team

> Patriot Financial Partners is a private equity based in United States. 2 investments on record, 1 in the last 12 months, latest Feb 2026.

Source: https://millionrounds.com/fund/patriot-financial-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Patriot Financial Partners

Last cheque observed Feb 2026; 2 cheques on record.

Deploying now New fund $50M, Jan 2026 Private equity

Seed Series A Series B Community Communities

Deploying now

**100%** of best year **1** **cheques in 12 months**, 2 on record

Since the last cheque **264** days **00** hrs **00** min **00** sec

Median round **$15M** Rounds led **1 of 2**

Pitch Patriot Financial Partners

## 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:** Seed Series A Series B
- **Sectors:** Community Communities
- **Based in:** Radnor, United States
- **Cold pitches:** Not accepted

## The record

Every round we can evidence, newest first **2 appearances**

- **2026** 1 round
- **Feb** **[EnFi](https://millionrounds.com/company/enfi)** Series A · US · Unusual Ventures **$15M** With 4 others
- **2019** 1 round
- **Sept** **[Numerated](https://millionrounds.com/company/numerated)** Series B · US · FinSMEs **$15M** *Led*

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 registration **13 named**

DJ **David J. Honold** Director of General Partner i Filing they signed

HD **Howard David Ross** Limited Partner i Form ADV

IK **Ira Kirk Lubert** Member of General Partner of the Issuer's GP i Filing they signed

JK **James Kirk Deutsch** Member of General Partner of the Issuer's GP i Filing they signed

JJ **James Joseph Lynch** Managing Director of General Partner of the Issuer's GP i Filing they signed

JJ **James Joseph Murphy** Chief Financial Officer i Form ADV

JK **Jeffrey Kirk Miller** Director of General Partner i Filing they signed

MW **Michelle Woods Vaughn** Chief Compliance Officer i Form ADV

ML **Mitchell Louis Hollin** Limited Partner i Form ADV

SJ **Seth Jonathan Lehr** Limited Partner i Form ADV

TC **Thomas Cestare** Director of General Partner i Filing they signed

WK **W. Kirk Wycoff** Managing Director of General Partner of the Issuer's GP i Filing they signed

WK **Walter Kirk Wycoff** Limited Partner i Form 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

**$1.1B** assets it manages Oct 2026

**Registered** investment adviser full 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 equity* 104 investors $594M
- Patriot Financial Partners IV, L.P. *Private equity* 61 investors $286M
- Patriot Financial Partners II, L.P. *Private equity* 74 investors $101M
- Patriot Financial Partners Parallel IV, L.P. *Private equity* 30 investors $45M
- Patriot Financial Partners Parallel II, L.P. *Private equity* 46 investors $12M

## What they claim to have backed

From their own portfolio page (on their website)

**0** of 10 we have independently watched raise

1stunitedbankfl Americanchartered Bancofcal Bankofnc Bay-cities-bank Capebanknj Cardinalbank Cvcb Equitybank Thebeneficial

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.

New fund on file

**$50M**

raised in Jan 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$15M** the round, not its cheque

Led 1 of 2 rounds **50%**

- **Sole investor:** Never alone
- **Last cheque:** Feb 2026

Rounds by stage said on their site

- Series A said *1*
- Series B said *1*
- Seed said *-*

Cheques by month Led Joined

Nov 2023 Oct 2026

Often in the room with

- [FINTOP](https://millionrounds.com/fund/fintop-capital) 2

**Pitching Patriot Financial Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Who they invest alongside

The investors most often in the same rounds as Patriot Financial Partners. A count of rooms they were both in, not a relationship either has claimed.

[**FINTOP** VC firm **2** rounds together](https://millionrounds.com/fund/fintop-capital)

## Quick answers about Patriot Financial Partners

### 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.

### How active is Patriot Financial Partners?

2 investments on record, 1 of them in the last 12 months, and it led 1. The most recent was in Feb 2026.

### What has Patriot Financial Partners invested in recently?

Its most recent investments on record: EnFi (Series A, Feb 2026) and Numerated (Series B, Sept 2019).

### How big are Patriot Financial Partners's cheques?

The median round it joins is $15M.

### Is Patriot Financial Partners investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### Who does Patriot Financial Partners invest alongside?

Most often FINTOP (2 rounds together).

### What kind of investor is Patriot Financial Partners?

Patriot Financial Partners is a private equity firm based in Radnor, United States.

### How much does Patriot Financial Partners manage?

About $1.1B, as regulatory assets under management (Oct 2026).

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=patriot-financial-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=patriot-financial-partners)
