Private fund adviser
Paladin Realty Partners, LLC
SEC-registered investment adviser · CRD 158258 · SEC 801-74130
At a glance
Paladin Realty Partners, LLC is an SEC-registered investment adviser based in United States, with $112 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,439th of 4,686 private fund advisers and 15,020th of 17,210 SEC-registered advisers by assets.
paladinrp.comAs filed on Form ADV
- Regulatory AUM
- $112M
- Rank among private fund advisers
- #4,439 of 4,686
- Rank among all SEC RIAs
- #15,020 of 17,210
- Clients
- 8
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 30
- Advisory staff
- 22
- Offices
- 4
Owners and executives on its Form ADV
- James R. WormsChairman and Chief Executive Officer and Chief Compliance Officer of Paladin Realty Partners, LLC
- Michael B. LenardMember of Paladin Realty Partners, LLC
- Frederick A. GortnerManaging Director and Chief Operating Officer of Paladin Realty Partners, LLC
- Randall D. LokerManaging Director and Chief Investment Officer of Paladin Realty Partners, LLC
- Ricardo J. RaoulManaging Director of Paladin Realty Partners, LLC
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 7 | $99M | 89% |
| State or municipal government entities | 1 | $13M | 11% |
Private funds
Paladin Realty Partners, LLC reports 6 private funds with $144M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Paladin Realty Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗paladinrp.com ↗
AtlasMembers
The full record on Paladin Realty Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,135 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Paladin Realty Partners, LLC manage?
Paladin Realty Partners, LLC reports $112 million in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Paladin Realty Partners, LLC?
Paladin Realty Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Paladin Realty Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($99 million, 7 clients); state or municipal government entities ($13 million, 1 clients).
Does Paladin Realty Partners, LLC manage private funds?
Yes. It reports 6 private funds with $144 million in gross assets, including real estate funds.
Does Paladin Realty Partners, LLC have any disciplinary history?
Paladin Realty Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Paladin Realty Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →