Paladin Realty Partners, LLC (Los Angeles)


Paladin Realty Partners, LLC is a large advisory firm based in Los Angeles. It manages $393.96 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Paladin Realty Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paladin Realty Partners: assets under management

The assets under management (AUM) of Paladin Realty Partners, LLC is $393.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $393.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.4 million each.
Paladin Realty Partners has custody of $393.96 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paladin Realty Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paladin Realty Partners serves?

The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Paladin Realty Partners is pooled investment vehicles with 8 clients and $382.78 million of assets under management. Among the 10 most similar advisory firms, Paladin Realty Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $393.96 million for 9 clients. 10% of the firm’s clients are foreign persons or businesses.

Paladin Realty Partners also advises several private funds. Namely, eight real estate funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $10,000,000.

Careers at Paladin Realty Partners, LLC

The company employs 24 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Paladin Realty Partners Manager of william e. simon & sons realty gp, llc 1 Jan 2001 Other 13-4303956
James Robert Worms Chairman and chief executive officer of william e. simon & sons realty- gp, llc 1 Jan 2001 Other 711098
Michael Barry Lenard Senior managing director, and counselor of william e. simon & sons realty - gp, llc 1 Jan 2001 Other 6029798
John Anthony Gerson Chief financial officer and senior managing direcotr of william e. simon & sons realty - gp, llc 1 Jan 2001 Other 6029802
Philip Terence Fitzgerald Managing director- emerging markets of william e simon & sons realty - gp, llc 1 Jan 2001 Other 2420400
Whitney Ann Greaves Managing director of william e. simon & sons realty- gp, llc 1 Jan 2001 Other 6029822
Llc Paladin Wesrp Gp Investors Membership interest in william e simon & sons realty- gp, llc 1 Jan 2001 75% - 100% 20-8632315
Joaquin Georeal Hartman Managing director of william e. simon & sons realty - gp, llc 1 Jan 2001 Other 6029830
Llc Paladin Realty Partners Manager of paladin realty advisors, llc 1 Oct 2003 75% - 100% 13-4303956
James Robert Worms President of paladin realty advisors, llc 1 Oct 2003 Other 711098
Michael Barry Lenard Executive vice president, counselor of paladin realty advisors, llc 1 Oct 2003 Other 6029798
John Anthony Gerson Chief financial officer, executive vice president of paladin realty advisors, llc 1 Oct 2003 Other 6029802
Joaquin Georeal Hartman Managing director of paladin realty advisors, llc 1 Oct 2003 Other 6029830
Frederick Aiken Gortner Managing director of paladin realty advisors, llc 1 Oct 2003 Other 4827535
James Robert Worms Chairman and chief executive officer of palador realty iii gp, llc 1 Jun 2005 Other 711098
Llc Paladin Realty Partners Manager of palador realty iii gp, llc 1 Jun 2005 Other 13-4303956
Michael Barry Lenard Senior managing director, counselor of palador realty iii gp, llc 1 Jun 2005 Other 6029798
Philip Terence Fitzgerald Managing director- emerging markets of palador realty iii gp, llc 1 Jun 2005 Other 2420400
Frederick Aiken Gortner Managing director of palador iii gp, llc 1 Jun 2005 Other 4827535
Whitney Ann Greaves Mamaging director of palador realty iii gp, llc 1 Jun 2005 Other 6029822
Joaquin Georeal Hartman Managing director of palador realty iii gp, llc 1 Jun 2005 Other 6029830
Llc Palador Realty Gp Investors Iii Membership interest in palador realty iii gp, llc 1 Jun 2005 75% - 100% 27-3282531
James Robert Worms Chairman, chief executive officer and manager of paladin realty partners, llc 1 Aug 2005 25% - 50% 711098
Michael Barry Lenard Senior managing director, counselor, chief compliance officer and manager of paladin realty partners, llc 1 Aug 2005 Other 6029798
John Anthony Gerson Chief financial officer, senior managing director and manager of paladin realty partners, llc 1 Aug 2005 Other 6029802
Philip Terence Fitzgerald Managing director-emerging markets of paladin realty partners, llc 1 Aug 2005 Other 2420400
Frederick Aiken Gortner Managing director of paladin realty partners, llc 1 Aug 2005 Other 4827535
Whitney Ann Greaves Managing director of paladin realty partners, llc 1 Aug 2005 Other 6029822
Joaquin Georeal Hartman Managing director of paladin realty partners, llc 1 Aug 2005 Other 6029830
Llc Paladin Realty Partners Managing member of palador realty, llc 1 Oct 2005 75% - 100% 13-4303956
James Robert Worms Chairman and chief executive officer of palador realty ii gp, llc 1 Oct 2005 Other 711098
Michael Barry Lenard Senior managing director, counselor of palador realty ii gp, llc 1 Oct 2005 Other 6029798
John Anthony Gerson Chief financial officer and senior managing director of palador realty ii gp, llc 1 Oct 2005 Other 6029802
Philip Terence Fitzgerald Managing director- emerging markets of palador realty ii gp, llc 1 Oct 2005 Other 2420400
Frederick Aiken Gortner Managing director of palador realty ii gp, llc 1 Oct 2005 Other 4827535
Whitney Ann Greaves Managing director of palador realty ii gp, llc 1 Oct 2005 Other 6029822
Joaquin Georeal Hartman Managing director of palador realty ii gp, llc 1 Oct 2005 Other 6029830
Andrew Hall Cummins Member of palador realty ii gp, llc 1 Oct 2005 Other 1530794
Donald William Munro Member of palador realty ii gp, llc 1 Oct 2005 Other 1365125
Ltd Dated 4/25/95 Gregory A Fowler Living Trust Member of palador realty ii gp, llc 1 Oct 2005 25% - 50% xxx-xx-xxxx
Lp Mkd Investments Member of palador ii gp, llc 1 Oct 2005 Other 68-0406704
Lederman Family Trust Utd 1/17/2000 Member of palador realty ii gp, llc 1 Oct 2005 Other xxx-xx-xxxx
Llc Paladin Realty Advisors Manager of palador realty ii gp, llc 1 Oct 2005 Other 13-4303956
David Louis Gold Membership interest in paladin realty partners, llc 1 Jan 2006 Other 1407879
William Kuhn Dunbar Membership interest in paladin realty partners, llc 1 Jan 2006 Other 6029838
Llc Paladin Wesrp Gp Investors Member of william e. simon & sons realty- gp, llc 1 Mar 2007 75% - 100% 20-8632315
Llc Paladin Realty Partners Manager of william e. simon & sons realty-gp, llc 1 Jul 2007 Other 13-4303956
Llc Paladin Realty Partners Manager of palador realty iii gp, llc 1 Apr 2008 Other 13-4303956
James Robert Worms Chairman and chief executive officer of william e. simon & sons realty- gp, llc 1 Sep 2008 Other 711098
James Robert Worms Chairman and chief executive officer of palador realty iii gp, llc 1 Nov 2008 Other 711098
Llc Palador Realty Gp Investors Iii Member of palador realty iii gp, llc 1 Jun 2009 75% - 100% 27-3282531
James Robert Worms Chairman and chief executive officer of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 711098
Llc Paladin Realty Partners Managing member of palador realty brazil iii (lux) manager, llc 1 Nov 2010 75% - 100% 13-4303956
Michael Barry Lenard Senior managing director and counselor of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 6029798
John Anthony Gerson Chief financial officer and senior managing director of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 6029802
Philip Terence Fitzgerald Managing director- emerging markets of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 2420400
Whitney Ann Greaves Managing director of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 6029822
Joaquin Georeal Hartman Managing director of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 6029830
Frederick Aiken Gortner Managing director of palador realty brazil iii (lux) manager, llc 1 Nov 2010 Other 4827535
Llc Paladin Realty Partners Managing member of palador realty brazil iii gp (del), llc 1 Dec 2010 75% - 100% 13-4303956
James Robert Worms Chairman and chief executive officer of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 711098
Michael Barry Lenard Senior managing director, counselor of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 6029798
John Anthony Gerson Chief financial officer and senior managing director of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 6029802
Philip Terence Fitzgerald Managing director- emerging markets of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 2420400
Frederick Aiken Gortner Managing director of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 4827535
Whitney Ann Greaves Managing director of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 6029822
Joaquin Georeal Hartman Managing director of palador realty brazil iii gp (del), llc 1 Dec 2010 Other 6029830
Llc Paladin Realty Partners Manager and member of palador realty brazil iii gp, llc 1 Aug 2011 25% - 50% 13-4303956
Llc Paladin Brazil Iii Gold Member of palador realty brazil iii gp, llc 1 Aug 2011 25% - 50% 45-4792950
Lp Paladin Realty Latin America Investors Iii Member of palador realty brazil iii gp, llc 1 Aug 2011 25% - 50% 26-3381010
James Robert Worms Chairman and chief executive officer of palador realty brazil iii gp, llc 1 Aug 2011 Other 711098
Michael Barry Lenard Senior managing director, counselor of palador realty brazil iii gp, llc 1 Aug 2011 Other 6029798
John Anthony Gerson Chief financial officer and senior managing director of palador realty brazil iii gp, llc 1 Aug 2011 Other 6029802
Frederick Aiken Gortner Managing director of palador realty brazil iii gp, llc 1 Aug 2011 Other 4827535
Philip Terence Fitzgerald Managing director-emerging markets of palador realty brazil iii gp, llc 1 Aug 2011 Other 2420400
Whitney Ann Greaves Managing director of palador realty brazil iii gp, llc 1 Aug 2011 Other 6029822
Joaquin Georeal Hartman Managing director of palador realty brazil iii gp, llc 1 Aug 2011 Other 6029830
Philip Terence Fitzgerald Membership interest in paladin realty partners, llc 1 Mar 2012 Other 2420400
Whitney Ann Greaves Membership interest in paladin realty partners, llc 1 Mar 2012 Other 6029822
Llc Paladin Realty Partners Manager of palador realty yi (brazil) gp, llc 1 Apr 2012 75% - 100% 13-4303956
James Robert Worms Chairman and chief executive officer of palador realty yi (brazil) gp, llc 1 Apr 2012 Other 711098
Michael Barry Lenard Senior managing director, counselor of palador realty yi (brazil) gp, llc 1 Apr 2012 Other 6029798
John Anthony Gerson Chief financial officer and senior managing director of palador realty yi (brazil) gp, llc 1 Apr 2012 Other 6029802
Frederick Aiken Gortner Managing director of palador realty yi (brazil) gp, llc 1 Apr 2012 Other 4827535
Joaquin Georeal Hartman Managing director of palador realty yi (brazil) gp, llc 1 Apr 2012 Other 6029830
Llc Paladin Realty Partners Managing member of palador realty iv-ci gp, llc 1 Jan 2013 75% - 100% 13-4303956
James Robert Worms Chairman and chief executive officer of palador realty iv-cl, llc 1 Jan 2013 Other 711098
Michael Barry Lenard Senior managing director, counselor of palador realty iv-cl gp, llc 1 Jan 2013 Other 6029798
John Anthony Gerson Chief financial officer and senior managing director of palador realty iv-cl gp, llc 1 Jan 2013 Other 6029802
Frederick Aiken Gortner Managing director of palador realty iv-cl gp, llc 1 Jan 2013 Other 4827535
Joaquin Georeal Hartman Managing director of palador realty iv-cl gp, llc 1 Jan 2013 Other 6029830
James Robert Worms Chairman and chief executive officer of palador realty brazil iii gp, llc 1 Mar 2013 Other 711098
Randall David Loker Managing director of paladin realty partners, llc 1 Mar 2013 Other 6179624
Michael Barry Lenard Member of paladin realty partners, llc 1 Mar 2014 Other 6029798
John Anthony Gerson Chief financial officer of william e. simon & sons realty - gp, llc 1 Mar 2014 Other 6029802
James Robert Worms Chairman and chief executive officer of palador realty, llc 1 Mar 2014 Other 711098
Frederick Aiken Gortner Managing director and chief operating officer of palador realty, llc 1 Mar 2014 Other 4827535
Randall David Loker Managing director and chief investment officer of william e. simon & sons realty - gp, llc 1 Mar 2014 Other 6179624
Ricardo Jose Da Silva Raoul Managing director of palador realty brazil iii gp (us-a), llc 1 Mar 2014 Other 6315174
Alejandro Krell Managing director of palador realty brazil iii gp, llc 1 Mar 2014 Other 6315156
Llc Paladin Realty Partners Manager and member of palador realty yi (brazil) gp, llc 1 Nov 2014 50% - 75% 13-4303956
Llc Paladin Yi Co Investment Gold Member of palador realty yi (brazil) gp, llc 1 Nov 2014 50% - 75% 47-3547848
James Robert Worms Chairman and chief executive officer of paladin realty partners, llc 1 Feb 2015 Other 711098
John Anthony Gerson Chief financial officer and chief compliance officer of paladin realty partners, llc 1 Feb 2015 Other 6029802
Frederick Aiken Gortner Managing director and chief operating officer of paladin realty partners, llc 1 Feb 2015 Other 4827535
Randall David Loker Managing director and chief investment officer of paladin realty partners, llc 1 Feb 2015 Other 6179624
Alejandro Krell Managing director of paladin realty partners, llc 1 Feb 2015 Other 6315156
Ricardo Jose Da Silva Raoul Managing director of paladin realty partners, llc 1 Feb 2015 Other 6315174
Llc Paladin Realty Management Manager and member of paladin realty partners, llc 1 Feb 2015 50% - 75% 47-3532956
Santiago Gil Managing director of paladin realty partners, llc 1 Feb 2015 Other 6470472
Llc Paladin Realty Sponsor Capital Member of palador realty iv-ci gp, llc 1 Sep 2015 75% - 100% 47-4841392
Llc Paladin Realty Partners Managing member of palador realty v gp, llc 1 Sep 2015 Other 13-4303956
James Robert Worms Chairman and chief executive officer of palador realty v gp, llc 1 Sep 2015 Other 711098
Frederick Aiken Gortner Managing director and chief operating officer of palador realty v gp, llc 1 Sep 2015 Other 4827535
Randall David Loker Managing director and chief investment officer of palador realty v gp, llc 1 Sep 2015 Other 6179624
Ricardo Jose Da Silva Raoul Managing director of palador realty v gp, llc 1 Sep 2015 Other 6315174
Alejandro Krell Managing director of palador realty v gp, llc 1 Sep 2015 Other 6315156
Santiago Gil Managing director of palador realty v gp, llc 1 Sep 2015 Other 6470472
James Robert Worms Chairman and chief executive officer and chief compliance officer of paladin realty partners, llc 1 Oct 2015 Other 711098

Indirect Owners

The SEC currently registers 23 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Robert Worms Trustee 1 Jul 1985 Other 711098
Judith Weston Trustee 1 Jul 1985 Other 6473509
Patrick Mullins Flanagan Trustee 1 Nov 1993 Other 6030086
Darla Totusek Flanagan Trustee 1 Nov 1993 Other 2036725
Gregory A Fowler Trustee 1 Apr 1995 Other 2608352
Frederick Aiken Gortner Trustee 1 Apr 1997 Other 4827535
Cynthia Gates Gortner Trustee 1 Apr 1997 Other 6473519
Dated November 10 1993 The Flanagan Revocable Trust General partner 1 Feb 1998 75% - 100% xxx-xx-xxxx
Bruce R Lederman Trustee 1 Jan 2000 Other 5553291
Llc Paladin Realty Partners Member and manager 1 Mar 2007 75% - 100% 13-4303956
Ricardo Jose Da Silva Raoul Board member and non-executive partner 1 Jan 2008 50% - 75% 6315174
Llc Palador Realty Iii Gp General partner 1 Apr 2008 Other 26-3380829
Llc Paladin Latin America Iii Gold Manager and member 1 Jun 2009 Other 27-3327513
Llc Paladin Realty Partners Manager and member 1 Jun 2009 Other 13-4303956
Weston Worms Trust Member 1 Jan 2013 25% - 50% xxx-xx-xxxx
Weston Worms Trust Member 1 Nov 2014 25% - 50% xxx-xx-xxxx
The Gortner Family Trust Dated 4/27/1997 Member 1 Nov 2014 25% - 50% xxx-xx-xxxx
Randall David Loker Member 1 Nov 2014 25% - 50% 6179624
Muriqui Participacoes E Empreendimentos Ltda. Member 1 Nov 2014 25% - 50% 09.359.525/000 1-92
Llc Paladin Realty Partners Manager 1 Jan 2015 Other 13-4303956
Llc Paladin Realty Partners Manager 1 Oct 2015 Other 13-4303956
Llc Paladin Realty Management Manager and member 1 Jan 2016 75% - 100% 47-3532956
Santiago Gil Managing director, executive committee member and member 1 Jan 2016 Other 6470472

Based in Los Angeles

The principal office where Paladin Realty Partners, LLC performs its advisory services is located at 10880 Wilshire Boulevard, Los Angeles, CA 90024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-996-8766 or by fax 310-996-8708. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at paladinrp.com.

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