| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald George Robinson Control | Chief Investment Officer | 5-10% | 2011 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2023 |
| Oar Financial, LLC Control | Member | Over 75% | 2023 |
Palladiem LLC reports $112.6 million in regulatory assets under management on its Form ADV.
Palladiem LLC reports 10 employees.
Palladiem LLC is based in Bryn Mawr, PA and has been SEC-registered since 2011.
Palladiem LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Town Place, Suite 200, Bryn Mawr, PA 19010 |
| Phone | 833-662-6346 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $112.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $112.6M |