PALADIN CAPITAL MANAGEMENT, LLC
Adviser information for PALADIN CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 18 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 26 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 26 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 26 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
2000 K STREET N.W.SUITE 500
WASHINGTON
DC
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 202-293-5590, Fax: 202-293-5526
Chief Compliance Officer
MARK A. MALONEY
CHIEF COMPLIANCE OFFICER
2000 K STREET, N.W.
SUITE 500
WASHINGTON
DC
United States
Tel:
202-595-2963
Fax:
202-293-5526
M*******@******************M
(Full email address available in API data)
Regulatory Contact
PATRICE RAINIER
VICE PRESIDENT, OPERATIONS & INVESTOR RELATIONS
2000 K STREET, N.W.
SUITE 500
WASHINGTON
DC
United States
Tel:
202-595-2964
Fax:
202-293-5526
P*******@******************M
(Full email address available in API data)
Industry Affiliates
| PALADIN CYBER CORPORATION LTD | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN CYBER HOLDINGS (CAYMAN ISLANDS), L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN CYBER HOLDINGS II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN CYBER HOLDINGS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN DIGITAL BIOLOGY HOLDINGS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN EUROPEAN CYBER HOLDINGS, S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN GLOBAL ALTERNATIVE ENERGY HOLDINGS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN HOLDINGS III (CAYMAN ISLANDS), L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PALADIN HOLDINGS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| E STREET INVESTMENTS, LLC | Private Equity Fund | $56.9M | $0.4M | 2 |
| PALADIN (NY), L.P. - SERIES B | Private Equity Fund | $11.0M | $5.0M | 2 |
| PALADIN CYBER CO-INVEST FUND II, LLC | Private Equity Fund | $47.0M | $0.4M | 50 |
| PALADIN CYBER CO-INVEST FUND, LLC | Private Equity Fund | $190.0M | $0.4M | 113 |
| PALADIN CYBER FUND (CAYMAN ISLANDS) EXTENSION, LP | Private Equity Fund | $10.2M | $0.4M | 6 |
| PALADIN CYBER FUND (CAYMAN ISLANDS), L.P. | Private Equity Fund | $72.6M | $0.4M | 13 |
| PALADIN CYBER FUND II (A), L.P. | Private Equity Fund | $46.5M | $0.4M | 39 |
| PALADIN CYBER FUND II (CAYMAN ISLANDS), L.P. | Private Equity Fund | $100.6M | $5.0M | 23 |
| PALADIN CYBER FUND II (JERSEY), L.P. | Private Equity Fund | $71.9M | $0.4M | 20 |
| PALADIN CYBER FUND II, L.P. | Private Equity Fund | $234.4M | $0.4M | 96 |
| PALADIN CYBER FUND, L.P. | Private Equity Fund | $8.7M | $0.4M | 5 |
| PALADIN DIGITAL BIOLOGY CO-INVEST FUND, LLC | Private Equity Fund | $1.4M | $0.4M | 2 |
| PALADIN DIGITAL BIOLOGY FUND (CAYMAN ISLANDS), L.P. | Private Equity Fund | $12.4M | $5.0M | 10 |
| PALADIN DIGITAL BIOLOGY FUND, L.P. | Private Equity Fund | $2.4M | $5.0M | 7 |
| PALADIN EUROPEAN CYBER FUND, SCSP-SIF | Private Equity Fund | $77.6M | $5.0M | 7 |
| PALADIN GLOBAL ALTERNATIVE ENERGY FUND, L.P. | Private Equity Fund | $0.6M | $5.0M | 3 |
| PALADIN III (CA), L.P. | Private Equity Fund | $14.1M | $5.0M | 2 |
| PALADIN III (CAYMAN ISLANDS), L.P. | Private Equity Fund | $28.3M | $5.0M | 5 |
| PALADIN III (HR), L.P. | Private Equity Fund | $14.1M | $5.0M | 6 |
| PALADIN III (NY CITY), L.P. | Private Equity Fund | $41.3M | $5.0M | 5 |
| PALADIN III, LP | Private Equity Fund | $48.8M | $5.0M | 11 |
| PALADIN INTERNATIONAL, LLC | Private Equity Fund | $1.3M | $0.4M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEED, MICHAEL, ROBERT | Individual | – | MANAGING PARTNER/PRESIDENT | 03/2001 | < 5% |
| MALONEY, MARK, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2005 | < 5% |
| STEED, MICHAEL, ROBERT | Individual | 2001 PENN AVE. INVESTMENTS, LLC | PRESIDENT | 03/2001 | > 75% |
| 2001 PENN AVE. INVESTMENTS, LLC | Domestic Entity | – | MANAGING MEMBER | 03/2001 | > 75% |
| STEED, CHRISTOPHER, ELLIOT | Individual | – | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | 12/2019 | < 5% |
| ALBRIGO, EDWARD | Individual | – | CHIEF OPERATING OFFICER | 12/2020 | < 5% |