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Patrick Aloysius Mcdonnell

Investment adviser representative at Cooke & Bieler, L.P.
10 yearsExperience
1 stateRegistered in
$10.6BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Cooke & Bieler, L.P.Sep 2016 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1995
  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 1 state (PA).

Cooke & Bieler, L.P.

$10.6BAssets managed
209Clients
14Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2665672
Firm CRD
113859
Advisor's SEC record (opens in a new tab)
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