PALADIN CAPITAL MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 26 18.18%
of those in investment advisory functions 18
Registration SEC, Approved, 9/27/2002
AUM* 1,092,040,796 16.19%
of that, discretionary 1,092,040,796 16.19%
Private Fund GAV* 1,092,040,796 16.19%
Avg Account Size 42,001,569 2.79%
SMA’s No
Private Funds 22 2
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 910M 758M 606M 455M 303M 152M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count22 GAV$1,092,040,796

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Brochure Summary

Overview

Business A. Advisory Firm Adviser is a Delaware limited liability company that commenced operation on March 30, 2001. Adviser is a subsidiary of 2001 Penn Ave. Investments, LLC, which is owned and controlled by Michael R. Steed. Mr. Steed is also the president and managing partner of Adviser. B. Specialization Adviser generally provides investment advice on a wide variety of U.S. and foreign investment products, including privately placed securities, but does not hold itself out as specializing in any particular type of investment advisory service. C. Advisory Services
Adviser provides investment advisory services with respect to private pooled investment vehicles and related parallel investment funds or feeder funds (each, a “Fund”). Adviser will manage each Fund based on the investment objectives and investment restrictions set forth in the investment management agreement to which Adviser is a party and in any other written materials furnished from time to time by the Fund to Adviser. D. Wrap Fee Programs Not applicable. E. Assets Under Management (as of December 31, 2023) Discretionary: $1,092,040,796 Non-Discretionary: $0