Paladin Realty Partners, LLC (Los Angeles)

Name: Paladin Realty Partners, LLC
Address: 10880 Wilshire Boulevard, Los Angeles, CA, 90024
Telephone: 310-996-8766

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. 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.

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.