Patterson Strategic Equity LLC

Patterson Strategic Equity LLC is a newly formed SEC-registered investment adviser that provides discretionary asset management to individuals and high‑net‑worth clients, delivering tailored investment plans, asset allocation, and ongoing portfolio monitoring. As of the ADV filing date the firm reported no assets under management and no advisory clients.

The firm’s investment approach emphasizes fundamental analysis and may employ both long‑ and short‑term purchase strategies, with portfolios built around each client’s stated objectives, time horizon, and risk tolerance. It operates on a discretionary basis—holding authority to execute trades on behalf of clients—requires use of a specified custodian (Charles Schwab), and does not sponsor wrap fee programs.

Notable distinctions include its explicit focus on individual portfolio management despite being newly established and its absence of private fund advisory services, both of which are less common among firms in this regulatory grouping. The firm is sole‑managed by its principal who maintains outside employment as a firefighter (approximately one‑third of their time); the adviser also discloses it does not aggregate trades, does not routinely vote client proxies, and may receive custodial research or other soft‑dollar benefits.