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Patrick Swint

10 Years of Experience
Austin, TX

Patrick Swint is a registered investment advisor at Knightsbridge Ventures, based in Austin, TX, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M2.00%
$10.0M - $50.0M1.50%
$50M+1.00%

Lower fees for comparable services may be available from other sources.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick is involved in several business activities, including real estate management through Salsa Properties, Tidal Wave Properties LLC, and Knightsbridge Ventures Ltd Co. He also serves on the boards of Wave Capital Securities, University of Texas UK Alumni Association, University of Chicago Alumni Association UK, AMIO Bank, MFM Global, and Alpha STAR SPAC.

Employment History
Current Registrations
Knightsbridge Ventures
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Roberts & Ryan Investments INC.Broker
December 2020 - February 2022 · 1 yr 2 mos
Growth Capital Services, INC.Broker
March 2019 - September 2019 · 6 mos
Cobalt Capital, INC.Broker
October 2018 - January 2019 · 3 mos
Knightsbridge Ventures
February 2018 - December 2023 · 5 yrs 10 mos
Academy Securities, INC.Broker
July 2016 - November 2016 · 4 mos
Drexel Hamilton, LLCBroker
September 2012 - June 2014 · 1 yr 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Swint - Financial Advisor | TrueAdvisor