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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
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
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Patria Investments Limited - Class A Common Shares
(NQ:
PAX
)
13.99
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 4, 2026
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All News about Patria Investments Limited - Class A Common Shares
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Patria Investments Announces Divestment of Delly’s from Private Equity Fund V through a Transaction with CVC Capital Partners Fund VIII and Patria’s Private Equity Fund VII
June 21, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Set to Join Russell 2000® and 3000® Indexes
May 23, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports First Quarter 2023 Earnings Results
May 04, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Earnings Preview
↗
May 03, 2023
Via
Benzinga
Patria Investments: Q3 Earnings Insights
↗
November 03, 2022
Patria Investments (NASDAQ:PAX) reported its Q3 earnings results on Thursday, November 3, 2022 at 06:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Recap: Patria Investments Q2 Earnings
↗
August 09, 2022
Patria Investments (NASDAQ:PAX) reported its Q2 earnings results on Tuesday, August 9, 2022 at 06:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For August 3, 2023
↗
August 03, 2023
Companies Reporting Before The Bell • Cedar Fair (NYSE:FUN) is likely to report quarterly earnings at $1.10 per share on revenue of $512.74 million.
Via
Benzinga
Patria Reports Second Quarter 2023 Earnings Results
August 03, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Second Quarter 2023 Investor Call
July 07, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Partnership with Bancolombia to Continue Latin American Expansion
July 05, 2023
Joint venture with Bancolombia expands Patria’s real estate capabilities into Colombia adding $1 billion of AUM, and will leverage a strong distribution platform to offer a full suite of alternative...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments: Dividend Insights
↗
May 11, 2023
Via
Benzinga
Patria Investments: Q1 Earnings Insights
↗
May 10, 2022
Patria Investments (NASDAQ:PAX) reported its Q1 earnings results on Tuesday, May 10, 2022 at 06:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Patria Announces First Quarter 2023 Investor Call
April 06, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Equitable Holdings Stock Gets Relative Strength Rating Upgrade
↗
March 01, 2023
Equitable Holdings stock saw a positive improvement to its Relative Strength (RS) Rating on Wednesday, with an upgrade from 66 to 73.
Via
Investor's Business Daily
Mixed Signals On Valentine's Day: How Stocks Are Reacting To January Inflation Data
↗
February 14, 2023
Inflation cooled slightly in January, but saw increases in some areas due to the impact of surging food, energy and shelter prices on consumers, the U.S Labor Department said Tuesday.
Via
Benzinga
Patria Reports Fourth Quarter & Full Year 2022 Earnings Results
February 14, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Earnings Scheduled For February 14, 2023
↗
February 14, 2023
Companies Reporting Before The Bell • WESCO International (NYSE:WCC) is projected to report quarterly earnings at $3.79 per share on revenue of $5.37 billion.
Via
Benzinga
Patria Announces Fourth Quarter & Full Year 2022 Investor Call
January 18, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Infrastructure Fund III Reaches Performance Fee Realization Threshold
January 10, 2023
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Divestment of ODATA and Entrevias from Infrastructure Portfolio
December 13, 2022
Agreement for full exit of data center service provider ODATA and partial exit of toll road operator Entrevias deliver strong returns to fund investors and drive significant progress in the divestment...
From
Patria Investments Limited
Via
GlobeNewswire
Patria Investments Announces Expansion into Venture Capital
December 01, 2022
Patria expands its Private Equity vertical by acquiring Igah Ventures, a pioneering venture capital firm in Latin America, to complement its existing flagship and growth equity strategies
From
Patria Investments Limited
Via
GlobeNewswire
Patria Reports Third Quarter 2022 Earnings Results
November 03, 2022
From
Patria Investments Limited
Via
GlobeNewswire
Patria to Host Investor Day on December 5, 2022
October 24, 2022
From
Patria Investments Limited
Via
GlobeNewswire
Patria Announces Third Quarter 2022 Investor Call
October 13, 2022
From
Patria Investments Limited
Via
GlobeNewswire
These Are 10 Asset Management Companies With A High Payout Ratio
↗
September 25, 2022
The payout ratio isn’t at the top of the list for most investors when they analyze a stock for investment, but it is an indicator of what stage of business a company is in. Let's take a look at 10...
Via
Talk Markets
Hedge Fund Tiger Legatus Is Shutting Down. It Was Betting Big on These 10 Stocks.
↗
June 15, 2022
After 13 years, Tiger Legatus will officially shut down. The fund owns 12 names in its portfolio, including UBER and DKNG stocks.
Via
InvestorPlace
Patria Reports First Quarter 2022 Earnings Results
May 10, 2022
From
Patria
Via
Business Wire
Earnings Scheduled For May 10, 2022
↗
May 10, 2022
Companies Reporting Before The Bell • The Middleby (NASDAQ:MIDD) is expected to report quarterly earnings at $2.10 per share on revenue of $935.99 million.
Via
Benzinga
Earnings Outlook For Patria Investments
↗
May 09, 2022
Patria Investments (NASDAQ:PAX) is set to give its latest quarterly earnings report on Tuesday, 2022-05-10. Here's what investors need to know before the announcement. Analysts estimate that Patria...
Via
Benzinga
Patria Announces First Quarter 2022 Investor Call
April 20, 2022
From
Patria
Via
Business Wire
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