Patrick Joseph Pucher
Investment adviser representative at Hub Investment Partners, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$11.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Hub Investment Partners, LLCJan 2025 to now
- Lrt CapitalFeb 2024 to Jan 2025
- UnemployedSep 2023 to Feb 2024
- Deep Field Asset ManagementAug 2020 to Aug 2023
- UnemployedApr 2020 to Aug 2020
- Crowdout CapitalJan 2019 to Mar 2020
- UnemployedSep 2018 to Dec 2018
- Blackgold CapitalJan 2017 to Aug 2018
- UnemployedNov 2016 to Dec 2016
- Northern Trust BankOct 2014 to Nov 2016
- Northern Trust Securities Inc.Oct 2014 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 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
- 5717510
- Firm CRD
- 307956