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Patrick Timothy Hegarty

Investment adviser representative at General Partner, Inc.
27 yearsExperience
1 stateRegistered in
$318.4MFirm assets
7 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 assetsFixed or flat fee

Services the firm offers

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

  • Portfolio management

Experience

27 years in the industry.

  1. General Partner, Inc.Apr 2019 to now
  2. The Bank of New York MellonMay 1999 to Mar 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

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

General Partner, Inc.

$318.4MAssets managed
4Clients
1Advisers
7 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
7100261
Firm CRD
302070
Advisor's SEC record (opens in a new tab)
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