Welcome to our dedicated page for Patria Investments SEC filings (Ticker: PAX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Patria Investments Limited filings document the reporting activity of a foreign private issuer and global alternative asset manager listed under PAX. Its Form 6-K reports furnish earnings releases, investor presentations, unaudited interim financial statements, dividend announcements, and material-event exhibits tied to its asset-management business.
The filings describe operating and financial results, fee-related earnings, assets under management, capital-structure disclosures, and corporate development across Patria's Infrastructure, Credit, Real Estate, Private Equity, Solutions (GPMS), and Public Equities strategies. They also record transaction-related announcements and other current reports affecting the company's investment platform, governance, and public-company disclosure record.
Patria Investments Ltd reported that its Global Chief Operating Officer, Nikitas Psyllakis, has filed an initial Form 3, which is the required statement of an insider’s beneficial ownership when they first become a reporting person. The insider data show no buy, sell, or other share transactions and no derivative positions reported in this filing. This is an administrative disclosure that establishes Psyllakis as an insider for future ownership and trading reports.
Patria Investments Ltd director and Chief Executive Officer Alexandre Teixeira de Assumpcao Saigh filed an initial Form 3 listing his equity interests. He indirectly holds 1,586,221 Class B Common Shares, which are convertible into an equivalent number of Class A Common Shares and carry 10 votes per share. He also directly holds multiple Performance Share Units tied to Class A Common Shares, including awards over 237,415; 489,511; 95,535; and 464,500 underlying Class A shares, plus 142,680 directly held Class A Common Shares. The performance shares vest in three equal annual installments starting on the third anniversary of grant, subject to total shareholder return targets and continued employment.
Patria Investments Ltd Chief Financial Officer Ana Cristina Russo filed an initial ownership report listing her equity interests in the company. She holds 102,670 Class A Common Shares in total, consisting of 51,335 unvested restricted share units under the matching share program and 51,335 Class A Common Shares. She also holds performance share units that can settle in 34,966 and 42,159 Class A Common Shares, which vest in three equal annual installments beginning on the third anniversary of the grant date if specified total shareholder return goals are met and her employment continues through each vesting date.
Patria Investments Ltd director Pablo Echeverria Benitez has filed an initial ownership report showing holdings in the company. The filing reports beneficial ownership of 40,434 Class A Common Shares, made up of 20,217 unvested restricted share units and 20,217 Class A Common Shares held directly.
Patria Investments Ltd's Global General Counsel, Guilherme Ferrante Pocas, filed an initial Form 3 reporting his equity holdings. He reports direct ownership of 11,800 Class A Common Shares. He also holds Performance Share Units tied to 7,963 underlying Class A Common Shares at an exercise price of 0.0000.
A footnote explains that his position includes 5,900 unvested restricted share units under the issuer's matching share program and 5,900 Class A Common Shares. The Performance Share Units vest and settle in Class A Common Shares in three equal annual installments beginning on the third anniversary of the grant date, subject to specified Total Shareholder Return goals and continued employment through each vesting date.
Patria Investments Ltd director Sabrina Bridgett Foster filed an initial Form 3 reporting her beneficial ownership status in PAX. The filing shows no reportable transactions or derivative positions and indicates no reportable equity holdings as of this statement.
Patria Investments Ltd director Neto Olimpio Matarazzo filed an initial ownership report detailing his equity interests in the company. The filing shows indirect beneficial ownership of Class B Common Shares, representing 1,586,221 underlying Class A Common Shares through Patria Holdings Limited and Olympic Bahamas Limited.
Class B Common Shares are convertible into an equivalent number of Class A Common Shares and carry 10 votes per share, indicating enhanced voting power. The report also lists direct holdings of Class A Common Shares and multiple Performance Share Units that will vest and settle in Class A shares in three equal annual installments, subject to total shareholder return goals and continued employment.
Patria Holdings Limited, SPV PHL, and controlling shareholders Olimpio Matarazzo Neto and Alexandre Teixeira de Assumpcao Saigh filed a Schedule 13D reporting beneficial ownership of 83,706,916 common shares of Patria Investments Ltd, representing 56.0% of the Class A common shares on an as-converted basis.
The stake consists of 1,806,916 Class A common shares and 81,900,000 Class B common shares, including 24,437,198 Class B shares held by SPV PHL, which alone represents 26.6% of the Class A common shares on an as-converted basis. Each Class B share is convertible into one Class A share and carries ten votes, giving the group significant voting power. The securities are held for investment purposes, and SPV PHL purchased approximately 1.8 million additional shares over the last 12 months using working capital.
Patria Investments Limited reported stronger results for the fourth quarter and full year 2025, highlighted by record fundraising and higher fee earnings.
The firm raised $1.7 billion organically in the fourth quarter and a record $7.7 billion for 2025. Fee Related Earnings reached $64.3 million in Q4 2025, up 17% from $54.8 million a year earlier, and totaled $202.5 million for 2025, up 19% from $170.1 million, with an annual FRE margin of 58.9%.
IFRS net income attributable to Patria was $34.5 million in Q4 2025 and $85.6 million for the year. Distributable Earnings were $78.5 million in Q4 2025, or $0.50 per share, and $200.9 million for 2025, or $1.27 per share.
Patria also advanced its growth strategy with a 51% stake acquisition in Solis, the completed acquisition of Brazilian REIT manager RBR, and a pending acquisition of WP Global Partners. The board declared a quarterly dividend of $0.15 per share, payable March 12, 2026 to shareholders of record on February 20, 2026.
Patria Investments Limited has agreed to acquire U.S.-based private equity solutions manager WP Global Partners, expanding its presence in the U.S. lower middle-market. WP contributes approximately US$1.8 billion of fee-earning assets, lifting Patria’s Global Private Markets Solutions to more than $13.3 bn pro forma.
The all-cash deal includes a base price equivalent to 1.7% of a referenced metric and an additional all-cash earn-out payable in 2029, subject to performance parameters. Patria expects the transaction to be accretive to both Fee Related Earnings (FRE) and Distributable Earnings (DE) in the first year, while enhancing its middle-market primaries, secondaries, and co-investment capabilities and broadening relationships with U.S. general partners.
Patria Investments Limited has agreed to acquire U.S.-based private equity solutions manager WP Global Partners, expanding its presence in the U.S. lower middle-market. WP contributes approximately US$1.8 billion of fee-earning assets, lifting Patria’s Global Private Markets Solutions to more than $13.3 bn pro forma.
The all-cash deal includes a base price equivalent to 1.7% of a referenced metric and an additional all-cash earn-out payable in 2029, subject to performance parameters. Patria expects the transaction to be accretive to both Fee Related Earnings (FRE) and Distributable Earnings (DE) in the first year, while enhancing its middle-market primaries, secondaries, and co-investment capabilities and broadening relationships with U.S. general partners.