Founding Partner; Head of Strategy, Capital, Legal, and Government Affairs · Patient Square Capital, LP
Adam M. Fliss
CRD 6931448 · Named on Form ADV at one SEC-registered adviser
At a glance
Patient Square Capital, LP, an SEC-registered private fund adviser based in Menlo Park, CA with $17.5 billion in regulatory assets, lists Adam M. Fliss on its Form ADV as Founding Partner; Head of Strategy, Capital, Legal, and Government Affairs, a control person.
Firms and roles
- Patient Square Capital, LPFounding Partner; Head of Strategy, Capital, Legal, and Government AffairsPrivate fund adviser · Menlo Park, CA · $18B in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James C. MomtazeeManaging Partner, Patient Square Capital, LP
- Carolyn J. Drayer-GreenwaltChief Compliance Officer and Managing Director, Patient Square Capital, LP
- Christopher WadeChief Financial Officer and Partner, Patient Square Capital, LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.