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Palladium Partners

Palladium Partners is an investment advisor in Norfolk with $2.79B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260728851
SEC advisor number
801-68408
FINRA CRD number
145076
AUM ?
$2.79B (as of 21 Jun 21)
Accounts
2,419 (as of 21 Jun 21)
Employees
32 (13 investment advisory or research)
Address
Palladium Partners
999 WATERSIDE DRIVE SUITE 1000
NORFOLK
VA 23510
Office hours
Monday - Friday, 8:30 A.M - 5:00 P.M.
Phone
757 305 1500
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%
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%
Disharoon, Michael, Preston Director 01/2018 5-10%
Taylor, Jonathan, Lee Director 01/2019 < 5%
Topping, Justin, Allen Director 01/2021 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 254 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$150.42M 1.19M 1.18M +1.1
$138.11M 976.01K 890.7K +9.6
Vanguard Ftse Developed Market
$100.99M 2M 2.4M -16.8
$97.2M 344.79K 345.81K -0.3
$93.3M 1.83M 1.85M -0.9
$73.91M 27.65K 27.65K -0.0
$53.83M 163.99K 162.6K +0.9
$52.24M 319.15K 322.22K -1.0
$43.53M 655.94K 4.43K +14696.8
$42.42M 840.98K 815.98K +3.1
$41.61M 72.27K 71.7K +0.8
$35.28M 152.67K 153.31K -0.4
$33.5M 207.41K 206.32K +0.5
$32.28M 92.85K 90.55K +2.5
$31.85M 188.24K 188.18K 0
$29.89M 243.33K 242.12K +0.5
$29.16M 547.27K 541.99K +1.0
$27.73M 198.98K 197.09K +1.0
$26.59M 324.43K 309.47K +4.8
$26.07M 76.81K 74.88K +2.6
$25.83M 254.57K 246.62K +3.2
$24.52M 163.03K 157.63K +3.4
$24.22M 570.44K 555.9K +2.6
$23.47M 904.7K 672.37K +34.6
$23.41M 618.04K NEW
$23.36M 417.61K 405.26K +3.0
$23.29M 201.49K 202.63K -0.6
$23.14M 425.14K 422.03K +0.7
$21.15M 200.24K 177.38K +12.9
$20.92M 86.78K 81.28K +6.8
$20.84M 53.34K 51.01K +4.6
$20.2M 24.09K 23.37K +3.1
$19.14M 189.99K 185.63K +2.3
$19.1M 202.73K 195.47K +3.7
$18.76M 249.7K 210.39K +18.7
$18.69M 5.69K 4.92K +15.6
$18.02M 507.19K 504.69K +0.5
$17.51M 73.19K 73.74K -0.7
$17.17M 317.84K 311.13K +2.2
$16.53M 297.57K 282.26K +5.4
$16.15M 33.3K 31.7K +5.1
$15.24M 83.67K 78.24K +6.9
$15.22M 208.9K 204.45K +2.2
$15.03M 205.84K 198.38K +3.8
$13.87M 131.86K 116.16K +13.5
$12.79M 37.05K 36.2K +2.4
$12.79M 64.14K 61.51K +4.3
$12.57M 94.87K 91.14K +4.1
$12.15M 279.93K 260.19K +7.6
$11.96M 85.57K 86.2K -0.7
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings