Paladin Capital Management, LLC (Washington)

Name: Paladin Capital Management, LLC
Address: 2020 K Street N.W., Washington, DC, 20006
Telephone: 202-293-5590

Paladin Capital Management, LLC is a large advisory firm based in Washington. It manages $563.31 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of District of Columbia.

Paladin Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paladin Capital Management: assets under management

The assets under management (AUM) of Paladin Capital Management, LLC is $563.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 181% since the beginning of its operation, and $200.4 million of the total AUM is attributable to clients outside of the United States.

The firm manages $563.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paladin Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Robert Steed serves?

The only and largest group of clients of Michael Robert Steed is pooled investment vehicles with 23 clients and $563.31 million of assets under management. Among the 9 most similar advisory firms, Paladin Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $563.31 million for 23 clients. 36% of the firm’s clients are foreign persons or businesses.

Paladin Capital Management also advises several private funds. Namely, twenty one private equity funds. The minimum investment commitment required of non-related persons ranges from $400,000 to $5,000,000.

Careers at Paladin Capital Management, LLC

The company employs 17 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael Robert Steed has been acting as President since 1 Mar 2001. Mark Andrew Maloney joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Andrew Dale Evans	Managing member, chief compliance officer	1 Mar 1993	75% - 100%	1196111
Llc 2001 Penn Ave. Investments	Managing member	1 Mar 2001	75% - 100%	52-2316553
Michael Robert Steed	Managing partner/president	1 Mar 2001	Other	1607315
Gregory J. Corona	Chief financial officer	1 Aug 2001	Other	4513062
Inc. Worldwide Capital	Managing member	1 Aug 2001	50% - 75%	58-2097124
Frank J. Hanna	President	1 Sep 2002	Other	4513061
Mark Andrew Maloney	Chief compliance officer	1 Jan 2005	Other	4513062

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Frank J. Hanna	President	1 Aug 2001	75% - 100%	4513061

Based in Washington

The principal office where Paladin Capital Management, LLC performs its advisory services is located at 2020 K Street N.W., Washington, DC 20006, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-293-5590 or by fax 202-293-5526. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at paladincapgroup.com.