Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 1
Average Client Assets: $107.5 million
Frequently Asked Questions
PALADINO CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174024), PALADINO CAPITAL is subject to fiduciary duty under federal law.
PALADINO CAPITAL serves 1 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, PALADINO CAPITAL offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
PALADINO CAPITAL manages $139 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, PALADINO CAPITAL serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.32%
Average Client Assets: $107.5 million
Total Client Accounts: 32
Discretionary Accounts: 10
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 174024
Filing ID: 1199993
Last Filing Date: 2018-03-27 11:54:00