Paladin Realty Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 158258
- Registered since
- June 1, 2012
- Website
- paladinrealty.com
- Custodians
- BANK OF AMERICA
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.72%
- State / Municipal Government11.28%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paladin Realty Partners, LLC is a manager focused on real estate investment vehicles for institutional clients and related pooled vehicles. Registered as an adviser since 2012, the firm serves primarily institutional accounts and acts as sponsor/GP/managing member on pooled real estate funds. Its advisory scope centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, with a fee mix that includes a percentage of assets under management and performance-based fees tied to fund outcomes. The firm is not positioned as an ESG-focused investor and does not report multi-state adviser status or pension consultant activity. Although organized around real estate funds, Paladin also operates a separate sleeve of exchange-traded public equities. The firm’s activity therefore spans both closed-end real estate fund sponsorship and the management of discretionary public equity allocations, reflecting a hybrid of private real estate management and liquid-market exposure for client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
James Worms
Chairman and Chief Executive OfficerCRD 711098
Contacts
3 of 4Michael Lenard
Senior Managing DirectorCRD 6029798

Randall Loker
Managing DirectorCRD 6179624

Ricardo Raoul
Managing DirectorCRD 6315174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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