DOSSIER · 13F-HR · Q4 2024

HART & PATTERSON FINANCIAL GROUP LLC

HART & PATTERSON FINANCIAL's family office based in Greenwich, CT — $206M in tracked AUM across 72 positions as of Q4 2024.

HART & PATTERSON FINANCIAL·Greenwich, CT·Family Office

CIK 0002015835 · last filed Dec 31, 2024

Total AUM

$206M

▲ 3.3%

vs prior

Holdings

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top sector

Financials

8% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

HART & PATTERSON FINANCIAL GROUP LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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