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home
about us
Investment Approach
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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
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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
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Patria Investments Limited - Class A Common Shares
(NQ:
PAX
)
13.74
-0.25 (-1.79%)
Streaming Delayed Price
Updated: 10:52 AM EST, Feb 5, 2026
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All News about Patria Investments Limited - Class A Common Shares
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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
Top 3 Financials Stocks That Could Blast Off In September
↗
September 09, 2024
Via
Benzinga
Current Analysis: Patria Investments
↗
April 25, 2024
Over the past year, Patria’s share price fell about 9% from $15.36 to $13.95 as of Wednesday’s market close.
Via
Talk Markets
Tuesday Is Your Last Chance To Buy Patria Investments Before The Dividend Payout
↗
February 16, 2024
Via
Benzinga
Earnings Scheduled For February 15, 2024
↗
February 15, 2024
Companies Reporting Before The Bell • Cognex (NASDAQ:CGNX) is estimated to report quarterly earnings at $0.10 per share on revenue of $188.59 million.
Via
Benzinga
3 Small-Cap Stock Picks With Little or No Debt
↗
August 01, 2024
Small-cap stocks are one thing. Small-cap stocks with low debt are another thing entirely. Here are three worthy of consideration.
Via
InvestorPlace
Patria Reports Second Quarter 2024 Earnings Results
August 01, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Completes Acquisition of Nexus Capital, Further Expanding its Real Estate Platform in Colombia
July 16, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Second Quarter 2024 Investor Call
July 15, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments's Earnings: A Preview
↗
February 14, 2024
Via
Benzinga
Patria Investments's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
↗
August 10, 2023
Via
Benzinga
Patria Signs Agreement to Acquire Nexus Capital, Further Expanding its Real Estate Platform in Colombia
June 06, 2024
Transaction advances Patria’s efforts to consolidate the region’s fragmented Real Estate market by adding a diversified and well-established platform in Colombia with approximately US$ 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
PAX Stock Earnings: Patria Investments Misses EPS, Misses Revenue for Q1 2024
↗
May 02, 2024
PAX stock results show that Patria Investments missed analyst estimates for earnings per share and missed on revenue for the first quarter of 2024.
Via
InvestorPlace
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
Don't Overlook These Low-Risk High-Dividend Yielding Stocks
↗
February 24, 2024
Given the rally in the S&P 500 and the Nasdaq over the last year, it may be wise to consider stocks that should be less volatile during market corrections. Even better is when stocks have dividend...
Via
Talk Markets
Topics
Stocks
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$1 billion at inception, focused on sectors with high social impact, and will be able to raise additional capital from regional banks, institutional...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Fourth Quarter & Full Year 2023 Earnings Results
February 15, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Fourth Quarter & Full Year 2023 Investor Call
January 24, 2024
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Signs Agreement to Acquire Credit Suisse's Real Estate Business in Brazil
December 06, 2023
Transaction allows Patria to further scale its Real Estate vertical through acquisition of team and funds totaling approximately R$ 12 billion in assets under management, and positions the firm to...
From
Patria Investments Limited
Via
GlobeNewswire
Earnings Scheduled For November 7, 2023
↗
November 07, 2023
Companies Reporting Before The Bell • CorEnergy Infr Tr (NYSE:CORR) is estimated to report earnings for its third quarter.
Via
Benzinga
Patria Reports Third Quarter 2023 Earnings Results
November 07, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Agreement to Acquire Private Equity Solutions Business from abrdn to Expand Global Private Markets Capabilities
October 16, 2023
Team and platform manage $7.8 billion in Fee Earning Assets Under Management across mid-market Primaries, Secondaries and Co-investment strategies; the deal includes total consideration of up to £100...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Third Quarter 2023 Investor Call
October 11, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Time to Buy These Highly Ranked Finance Stocks
↗
October 11, 2023
While investors may still be understandably cautious of the broader financial sector there is opportunity brewing as banks and other financial holding companies can be more profitable amid higher...
Via
Talk Markets
Consortium Led by Patria Investments Wins Auction for the Concession of Highway System in the South of Brazil
August 28, 2023
The project foresees total investments of approximately US$ 1.6 billion through civil works and improvements to 473 kilometers of highways that cross the State of Paraná in the South of Brazil
From
Patria Investments Limited
Via
GlobeNewswire
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