Palladium Partners is an investment advisor in Norfolk with $3.37 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260728851
SEC advisor number
801-68408
FINRA CRD number
145076
AUM ?
$2.79 bn
(as of 12 Jan 22)
Accounts
2,419
(as of 12 Jan 22)
Employees
32
(13 investment advisory or research)
Address
Palladium Partners
999 WATERSIDE DRIVE SUITE 1000
NORFOLK
VA 23510
999 WATERSIDE DRIVE SUITE 1000
NORFOLK
VA 23510
Office hours
Monday - Friday, 8:30 A.M - 5:00 P.M.
Phone
757 305 1500
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Willis, Katherine, Clay | Director | 01/2012 | 25-50% |
Izard, James, Johnston | Director | 01/2012 | 25-50% |
Harris, Henry, Upham | Director | 01/2012 | 10-25% |
Renshaw, Nancy, Elizabeth | Chief Compliance Officer | 04/2009 | < 5% |
Disharoon, Michael, Preston | Director | 01/2018 | 5-10% |
Potter, Kristen, Marie | Chief Operating Officer | 01/2012 | < 5% |
Robinett, Rhonda, Wadsworth | Chief Administrative Officer | 01/2012 | < 5% |
Horner, William, Whidden | Chief Financial Officer | 12/2017 | < 5% |
Taylor, Jonathan, Lee | Director | 01/2019 | < 5% |
Topping, Justin, Allen | Director | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
5 May 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
10 Aug 20
13F-HR
Quarterly holdings report by institutional manager
28 Apr 20
13F-HR
Quarterly holdings report by institutional manager
6 Feb 20