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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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Patria Investments Limited - Class A Common Shares
(NQ:
PAX
)
13.72
-0.27 (-1.93%)
Streaming Delayed Price
Updated: 10:50 AM EST, Feb 5, 2026
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Press Releases about Patria Investments Limited - Class A Common Shares
< Previous
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Patria Reports Fourth Quarter & Full Year 2025 Earnings Results
February 03, 2026
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Date Change for its Fourth Quarter & Full Year 2025 Investor Call
February 02, 2026
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Acquisition of WP Global Partners
February 02, 2026
Bolstering U.S. Private Markets Presence
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Fourth Quarter & Full Year 2025 Investor Call
January 20, 2026
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments completes acquisition of 51% stake in Solis Investimentos
January 02, 2026
From
Patria Finance Limited
Via
GlobeNewswire
Patria Investments Limited Announces New Chief Operating Officer As Part of The Ongoing Evolution of Its Corporate Structure
December 19, 2025
From
Patria Investments Limited
Via
Business Wire
Patria Investments Announces Acquisition of RBR Gestão, adding US$ 1.5 bn in Listed Real Estate Investment Trusts (“REITs”) in Brazil
December 11, 2025
Acquisition solidifies Patria’s position as the leading manager of listed REITs in Brazil while further enhancing Patria’s scale in strategically critical credit and multi-asset strategies. Pro-forma...
From
Patria Finance Limited
Via
GlobeNewswire
Patria Investments announces acquisition of 51% stake in Solis Investimentos, a leading Asset Back Security-focused manager in Brazil
November 26, 2025
Partnership supports Solis' next phase of growth, while further expanding Patria’s leading Credit franchise in Latin America, adding approximately US$ 3.5 bn in Assets Under Management in the...
From
Patria Finance Limited
Via
GlobeNewswire
Patria Reports Third Quarter 2025 Earnings Results
November 04, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Third Quarter 2025 Investor Call
October 08, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Second Quarter 2025 Earnings Results
August 01, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Second Quarter 2025 Investor Call
July 08, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports First Quarter 2025 Earnings Results
May 02, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces First Quarter 2025 Investor Call
April 15, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Changed Record Date for Previously Announced Regular Quarterly Dividend
February 13, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Fourth Quarter & Full Year 2024 Earnings Results
February 12, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Sale of Aguas Pacifico
January 31, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Fourth Quarter & Full Year 2024 Investor Call
January 16, 2025
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Third Quarter 2024 Earnings Results
November 05, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Third Quarter 2024 Investor Call
October 10, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Second Quarter 2024 Earnings Results
August 01, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Completes Acquisition of Nexus Capital, Further Expanding its Real Estate Platform in Colombia
July 16, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Second Quarter 2024 Investor Call
July 15, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Signs Agreement to Acquire Nexus Capital, Further Expanding its Real Estate Platform in Colombia
June 06, 2024
Transaction advances Patria’s efforts to consolidate the region’s fragmented Real Estate market by adding a diversified and well-established platform in Colombia with approximately US$ 800 million in...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Has Fulfilled the Requirements Necessary to Complete the Transfer of Credit Suisse’s Brazilian Real Estate Business Following Approval by REIT Shareholders, Positioning Patria as One of the Leading Real Estate Managers in Brazil and
May 28, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports First Quarter 2024 Earnings Results
May 02, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Completes Acquisition of Private Equity Solutions Business from abrdn and Expands Its Global Private Markets Capabilities
April 29, 2024
Transaction launches Global Private Markets Solutions as a new investment strategy vertical for Patria adding over $8 billion in Fee Earning Assets Under Management across mid-market Primaries,...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces First Quarter 2024 Investor Call
April 10, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Launch of Infrastructure Private Credit Fund Anchored by BNDES, CAF and IFC
February 21, 2024
New fund will have the capacity to invest R$1 billion at inception, focused on sectors with high social impact, and will be able to raise additional capital from regional banks, institutional...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Fourth Quarter & Full Year 2023 Earnings Results
February 15, 2024
From
Patria Investments Limited
Via
GlobeNewswire
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