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Patrick S. Sheldon

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT
Edina, MN 55435
Some features on this profile are disabled
CRD#: 7291321
PS

Professional summary

Patrick Samuel Sheldon is a registered financial advisor currently at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. located in Edina, Minnesota.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Samuel Sheldon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 6, 2020 - Present

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Office #1: 7701 France Avenue South #300, Edina, MN 55435
RIA
CRD#: 117962
Edina, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
P&
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
BRIDGEWATER CAPITAL ADVISORS | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | BRIGDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, INC.

CRD#: 117962 / SEC#: 801-61205

RIA
Registered Investment Advisory firm - (5/31/2002 Approved)
Minnesota
Registered Investment Advisory firm - (5/31/2002 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(11/6/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/6/2020
Uniform Investment Adviser Law Examination

Current Firm

P&
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
BRIDGEWATER CAPITAL ADVISORS | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | BRIGDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, INC.

CRD#: 117962 / SEC#: 801-61205

RIA
Registered Investment Advisory firm - (5/31/2002 Approved)
Minnesota
Registered Investment Advisory firm - (5/31/2002 Cancelled)
PREMIUM
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Contact information

Main Address
7701 France Avenue South #300, Edina, MN 55435
Mailing Address
Phone number
(952) 224-4350
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts540
AUM (Assets Under Management)$ 2,086,855,319

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CRD#: 117962Edina, MN 55435

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