PPrivate Fund Data Log in Join · $37/mo

Paladin Partners, LLC

CRD 132024SEC# 801-136877Hartland, WI
Export (members)
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.
View on SEC.gov ↗

Paladin Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Megan Lynn Prochniak ControlMember50-75%2010
William Michael Baxter ControlManaging Member, Chief Compliance Officer50-75%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

Address138 North Avenue, Suite 10, Hartland, WI 53029
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$198.5M
Non-discretionary$0
Total (RAUM)$198.5M