Patriot Mullare Associates, Inc logo

Patriot Mullare Associates, Inc

Updated today

Client assets under management

$15,972,218

Clients

25

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$638,889

About

Patriot Mullare Associates, Inc. provides discretionary investment management for a mix of individuals, families, foundations, endowments, corporations, and unions. The firm serves primarily non‑high‑net‑worth individual clients alongside institutional clients and uses asset‑based fee arrangements for portfolio management.

Its stated investment approach emphasizes value investing grounded in fundamental analysis and a long‑term growth orientation, prioritizing high‑quality, undervalued securities. Portfolios are managed on a discretionary basis, with the brochure noting negotiable, transparent fee arrangements tied to assets under management.

Notable for a firm of its size, Patriot Mullare reports approximately $37.6 million in assets under management, two advisors, and only 25 clients, and does not list high‑net‑worth individuals among its clientele. That small client base combined with service to institutions (such as unions and endowments) and a focused value‑oriented strategy distinguishes it from many similarly supported firms.

Client services

Portfolio management

Expertise

Active portfolio management

Occupation focus

Union Employee

Fee options

Percentage

Main office location

Patriot Mullare Associates, Inc

99 Derby Street, Suite 200

Hingham MA 02043, United States

Number of offices

1

Most active in

Maine · Massachusetts

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David V

Series 65

Hingham, MA

Patriot Mullare Associates, Inc

David Vanduyn is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA, since 2006. Patriot Mullare Associates provides discretionary investment management to a diverse client base including foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm employs a fundamental, value-oriented approach to equities and prefers investment-grade fixed-income with diversification and issuer limits, managing accounts without margin, short sales, or derivatives.

Active portfolio management Union Employee
user avatar

George P

Series 63, Series 65

Hingham, MA

Patriot Mullare Associates, Inc

George Pope is the sole advisor at Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Patriot Mullare Associates since 1998. In addition to his advisory role, he has been affiliated with U Mass Boston since 1996. Patriot Mullare Associates provides discretionary investment management to a diverse client base, including institutional and individual clients such as foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm’s investment approach focuses on fundamental, value-oriented equity analysis and investment-grade fixed income with diversification and risk controls, managing accounts without margin, short sales, or derivatives.

Active portfolio management Union Employee
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