PALLADIUM PARTNERS, LLC
Legal name: PALLADIUM REGISTERED INVESTMENT ADVISORS
CRD #145076 SEC #801-68408 NORFOLK, VA 757-305-1500
SEC Registered
Total AUM
$2.8B
Discretionary
$2.7B
Employees
32
Clients
51
Accounts
2,419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $3.4B | $3.3B | $91.7M | 31 | 32 |
| Jan 2022 | $2.8B | $2.7B | $40M | 32 | 28 |
| Jan 2022 | $2.8B | $2.7B | $40M | 32 | 28 |
| Nov 2021 | $2.8B | $2.7B | $40M | 32 | 28 |
| Jun 2021 | $2.8B | $2.7B | $40M | 32 | 28 |
| Mar 2021 | $2.8B | $2.7B | $40M | 32 | 28 |
| Nov 2020 | $2.5B | $2.5B | $34.1M | 29 | 78 |
| Jun 2020 | $2.5B | $2.5B | $34.1M | 29 | 78 |
| Jun 2020 | $2.5B | $2.5B | $34.1M | 29 | 78 |
| Mar 2020 | $2.5B | $2.5B | $34.1M | 29 | 78 |
| Jan 2020 | $2.2B | $2.1B | $28.9M | 29 | 19 |
| May 2019 | $2.2B | $2.1B | $28.9M | 29 | 19 |
| Mar 2019 | $2.2B | $2.1B | $28.9M | 29 | 19 |
| May 2018 | $2.2B | $2.2B | $31.8M | 27 | 21 |
| Apr 2018 | $2.2B | $2.2B | $31.8M | 27 | 21 |
| Mar 2018 | $2.2B | $2.2B | $31.8M | 27 | 21 |
| Mar 2017 | $2B | $1.9B | $31.1M | 27 | 900 |
| Jan 2017 | $1.8B | $1.8B | $29.4M | 26 | 800 |
| Nov 2016 | $1.8B | $1.8B | $29.4M | 26 | 800 |
| Mar 2016 | $1.8B | $1.8B | $29.4M | 26 | 800 |
| Feb 2016 | $1.8B | $1.8B | $31.2M | 25 | 773 |
| Mar 2015 | $1.8B | $1.8B | $31.2M | 25 | 773 |
| May 2014 | $1.7B | $1.7B | $29.3M | 24 | 800 |
| Mar 2014 | $1.7B | $1.7B | $29.3M | 24 | 800 |
| Dec 2013 | $1.4B | $1.4B | $23.6M | 22 | 1,000 |
| Mar 2013 | $1.4B | $1.4B | $23.6M | 22 | 1,000 |
| Jan 2013 | $1.3B | $1.3B | $29.7M | 20 | 900 |
| Aug 2012 | $1.3B | $1.3B | $29.7M | 11 | 900 |
| Aug 2012 | $1.3B | $1.3B | $29.7M | 11 | 900 |
| May 2012 | $1.3B | $1.3B | $29.7M | 11 | 900 |
| Apr 2012 | $1.3B | $1.3B | $29.7M | 11 | 900 |
| Mar 2012 | $1.3B | $1.3B | $29.7M | 11 | 900 |
| Dec 2011 | $1.3B | $1.3B | $35.3M | 11 | 500 |
| Aug 2011 | $1.3B | $1.3B | $27.6M | -- | -- |
| Jun 2011 | $1.3B | $1.3B | $27.6M | -- | -- |
| Mar 2011 | $1.3B | $1.3B | $27.6M | -- | -- |
| Feb 2011 | $1.3B | $1.3B | $27.6M | -- | -- |
| Sep 2010 | $1.2B | $1.2B | $45M | -- | -- |
| Apr 2009 | $1B | $1B | $20.6M | -- | -- |
| Mar 2009 | $1B | $1B | $20.6M | -- | -- |
| Feb 2009 | $1B | $1B | $20.6M | -- | -- |
| Mar 2008 | $965.8M | $965.8M | $0 | -- | -- |
| Mar 2008 | $965.8M | $965.8M | $0 | -- | -- |
| Jan 2008 | $0 | $0 | $0 | -- | -- |
| Oct 2007 | $0 | $0 | $0 | -- | -- |
| Sep 2007 | $1.7B | $1.6B | $128M | -- | -- |
DateMar 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$91.7M
Employees31
Clients32
DateJan 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40M
Employees32
Clients28
DateJan 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40M
Employees32
Clients28
DateNov 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40M
Employees32
Clients28
DateJun 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40M
Employees32
Clients28
DateMar 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40M
Employees32
Clients28
DateNov 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$34.1M
Employees29
Clients78
DateJun 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$34.1M
Employees29
Clients78
DateJun 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$34.1M
Employees29
Clients78
DateMar 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$34.1M
Employees29
Clients78
DateJan 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.9M
Employees29
Clients19
DateMay 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.9M
Employees29
Clients19
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.9M
Employees29
Clients19
DateMay 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$31.8M
Employees27
Clients21
DateApr 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$31.8M
Employees27
Clients21
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$31.8M
Employees27
Clients21
DateMar 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$31.1M
Employees27
Clients900
DateJan 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$29.4M
Employees26
Clients800
DateNov 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$29.4M
Employees26
Clients800
DateMar 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$29.4M
Employees26
Clients800
DateFeb 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$31.2M
Employees25
Clients773
DateMar 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$31.2M
Employees25
Clients773
DateMay 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.3M
Employees24
Clients800
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.3M
Employees24
Clients800
DateDec 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.6M
Employees22
Clients1,000
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.6M
Employees22
Clients1,000
DateJan 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees20
Clients900
DateAug 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees11
Clients900
DateAug 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees11
Clients900
DateMay 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees11
Clients900
DateApr 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees11
Clients900
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees11
Clients900
DateDec 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$35.3M
Employees11
Clients500
DateAug 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.6M
Employees--
Clients--
DateJun 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.6M
Employees--
Clients--
DateFeb 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.6M
Employees--
Clients--
DateSep 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45M
Employees--
Clients--
DateApr 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$20.6M
Employees--
Clients--
DateMar 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$20.6M
Employees--
Clients--
DateFeb 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$20.6M
Employees--
Clients--
DateMar 2008
Total AUM$965.8M
Discretionary$965.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$965.8M
Discretionary$965.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$128M
Employees--
Clients--