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Palladin Capital Group, LLC (Boston)


Palladin Capital Group, LLC is a large advisory firm based in Boston. It manages $111 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

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Palladin Capital Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Palladin Capital Group: assets under management

The assets under management (AUM) of Palladin Capital Group, LLC is $111 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $111 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.5 million each.
Palladin Capital Group has custody of $111 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palladin Capital Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Palladin Capital Group, LLC performs its advisory services is located at John Hancock Tower, Boston, MA 02116, 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 617-585-3800. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.palladincapital.com.


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