Patria Investments Limited is classed by the SEC under Investment Advice (industry code 6282), based in Grand Cayman, KY. In its latest annual figures on file, for the fiscal year ended 2024-12-31, it reported revenue of $374 million and a profit of $72 million (its filed statements).
Asset management businessInvestment AdviceGrand Cayman, KYfilings since 20208 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.9 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.1 out of ten, present 5.1 out of ten, future 4.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 3.6 out of ten. 1 warning event since 2020; the latest 2025-04-30. 36th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.8 out of ten. +23.5% a year over 7 filed years; profitable in 7 of 7. 78th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 2.5 out of ten. Share count grew 4.2% a year. 27% of cash flow returned. Insiders: 2 sales, 12 purchases. 25th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 4.7 out of ten. ROE 15%: 15¢ of profit per shareholder dollar. Leverage 59%: owes 59¢ per asset dollar. 47th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 5.5 out of ten. top 45% of 42 in its family; net margin 20.2%. 55th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 37 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Room to expand (future): 6.0 out of ten. top 40% of 41 in its family for room to expand. 60th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 5.1 out of ten. top 49% of 41 in its family for growth drivers. 51st percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 2.1 out of ten. bottom 21% of 40 in its family for expectations against reality. 21st percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 20-F filed 2026-04-30 for the period ended 2025-12-31 (on EDGAR). Newest filing: Form 6-K, 2026-10-07. Filings on record since 2020. Read from EDGAR 2026-10-12.
Who runs it
D'Ippolito, Marco Nicola (CEO of Global Private Markets); Saigh, Alexandre Teixeira De Assumpcao (Chief Executive Officer); Sales, Andre Franco (CEO and CIO of Infrastructure); Scavazza, Ricardo Leonel (CEO and CIO of Private Equity); Russo, Ana Cristina (Chief Financial Officer); Psyllakis, Nikitas (Global Chief Operating Officer); Whitfield, Nick (Chief Compliance Officer); Teixeira, Jose Augusto Goncalves De Araujo (Officer); Pocas, Guilherme Ferrante (Global General Counsel); Santos, Ana Paula Alves (Head of Human Resources); and 6 more. 16 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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