CRD: 288037
Paladin Capital
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
5 Employees
20 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
4105 Lexington Avenue North Suite 230 Arden Hills MN
About Paladin Capital
Paladin Capital is a Arden Hills-based RIA. The firm has been operating for 9 years. Managing $10.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
48 AVG AGE
$2.5M AVG AUM / ADVISOR
$497.7K AVG AUM / CLIENT
5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY ALLEN FOLEY
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4237174
- Ownership
- 50% but less than 75%
Available
Available
Available
P
Paul R Ostby
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
MATTHEW AARON BRYANT
Investment Advisor Representative
- CRD
- #6120694
Available
Available
Available
J
Jack Robert Ekholm
--
- CRD
- #7936920
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,953,217 | $191,408 |
| Non-Discretionary | $0 | -- |
| Total | $9,953,217 | $191,408 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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