Paladin Realty Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$14M
Accounts
8
Employees
30
Advisory reps
5

Firm details

Headquarters
,
CRD number
158258
Registered since
June 1, 2012
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • James Worms

    James Worms

    Chairman and Chief Executive OfficerCRD 711098

Contacts

3 of 4
  • Michael Lenard

    Senior Managing DirectorCRD 6029798

  • Randall Loker

    Randall Loker

    Managing DirectorCRD 6179624

  • Ricardo Raoul

    Ricardo Raoul

    Managing DirectorCRD 6315174

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth