PALADIN INVESTMENT ASSOCIATES, LLC
CRD #110124 SEC #801-58073 MINNEAPOLIS, MN 612-376-2800
SEC Registered
Total AUM
$447.2M
Discretionary
$447.2M
Employees
--
Clients
--
Accounts
28
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| INVESTMENT ADVISERS, INC. | DE | PREFERRED MEMBER | NA | Control |
| WIRTZ, EMERSON, KEITH | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| BEARD, JEFFREY, CHARLES | I | SENIOR VICE PRESIDENT AND MEMBER | B | |
| BILLEADEAU, SCOTT, A | I | SENIOR VICE PRESIDENT AND MEMBER | B | |
| MCLEOD, CURT, DENNIS | I | SENIOR VICE PRESIDENT AND MEMBER | B | |
| NIXON, MARK, MCCALL | I | SENIOR VICE PRESIDENT AND MEMBER | B | |
| BELOFF, JAMES, S | I | SENIOR VICE PRESIDENT AND MEMBER | A | |
| FORD, TIMOTHY, PATRICK | I | SENIOR VICE PRESIDENT AND MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LLOYDS TSB GROUP, INC. | FE | INVESTMENT ADVISERS, INC. | E | Control |
Registrations
Federal
IA
Apr 1, 2002 REGISTERED
Address
225 SOUTH SIXTH STREET, SUITE 3600MINNEAPOLIS, MN 55402
USA
Phone: 612-376-2800