Managing Partner · Patient Square Capital, LP
James C. Momtazee
CRD 2539933 · 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 James C. Momtazee on its Form ADV as Managing Partner, a control person.
Firms and roles
- Patient Square Capital, LPManaging PartnerPrivate fund adviser · Menlo Park, CA · $18B in regulatory assets
AtlasMembers
James’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
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Adam M. FlissFounding Partner; Head of Strategy, Capital, Legal, and Government Affairs, 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 James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.