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PALADIN CAPITAL MANAGEMENT, LLC

CRD 122679File 801-61489
APPROVED
Custody
Filing as of Jun 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.30B
Clients
26
26 accounts
Employees
24
Above cohort median in DC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Sep 27, 2002
Principal office
2000 K STREET N.W., SUITE 500, WASHINGTON, DC, 20006
Phone
202-293-5590

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.30B
Discretionary AUM
$1.30B
Non-discretionary AUM
$0
Discretionary accounts
26
Non-discretionary accounts
0
Total accounts
26
AUM per client
$50.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles26$1.30B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2824decreased by4
Apr 1, 2026AUM$1,179,779,688$1,300,162,837increased by$120,383,149
May 1, 2025
vs Oct 1, 2022
Employees2028increased by8
May 1, 2025
vs Oct 1, 2022
Clients2226increased by4
May 1, 2025
vs Oct 1, 2022
AUM$1,061,160,989$1,179,779,688increased by$118,618,699
May 1, 2025
vs Oct 1, 2022
Accounts2226increased by4
Apr 1, 2022Clients1822increased by4
Apr 1, 2022AUM$815,430,370$1,061,160,989increased by$245,730,619
Apr 1, 2022Accounts1822increased by4
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PALADIN CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALADIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.