Paladin Capital

Overview

Paladin Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its compensation model is mixed: advisers can charge a percentage of assets under management and also use hourly, fixed-fee, and other billing arrangements. The adviser provides financial planning and discretionary portfolio management targeted at individuals and small businesses, and it performs selection-of-other-advisers work. Paladin Capital reports relationships with other investment advisers and an insurance company, and it identifies itself as a related adviser in at least one affiliation. The firm does not market itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives