Paladin Partners, LLC
CRD 132024SEC# 801-136877Hartland, WI
No longer SEC-registered. Paladin Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$198.5M
Employees
2
Accounts
45
Location
Hartland, WI
Paladin Partners, LLC assets under management
Paladin Partners, LLC is an SEC-registered investment adviser based in Hartland, WI. It reports $198.5 million in regulatory assets under management and employs 2 people.
Paladin Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Megan Lynn Prochniak Control | Member | 50-75% | 2010 |
| William Michael Baxter Control | Managing Member, Chief Compliance Officer | 50-75% | 2003 |
Frequently asked questions
How much does Paladin Partners, LLC manage?
Paladin Partners, LLC reports $198.5 million in regulatory assets under management on its Form ADV.
How many employees does Paladin Partners, LLC have?
Paladin Partners, LLC reports 2 employees.
Where is Paladin Partners, LLC located?
Paladin Partners, LLC is based in Hartland, WI.
Does Paladin Partners, LLC disclose fund performance?
Paladin Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 138 North Avenue, Suite 10, Hartland, WI 53029 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$198.5Mregulatory AUM
Discretionary $198.5M