PALLADIEM LLC
Legal name: OAR FINANCIAL
CRD #158989 SEC #801-72726 BRYN MAWR, PA 833-662-6346
SEC Registered
Total AUM
$112.6M
Discretionary
$112.6M
Employees
10
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $112.6M | $112.6M | $0 | 10 | 3 |
| Mar 2024 | $466M | $123.7M | $342.3M | 3 | 0 |
| Oct 2023 | $590.4M | $126M | $464.4M | 4 | 0 |
| Oct 2023 | $590.4M | $126M | $464.4M | 4 | 0 |
| Mar 2023 | $590.4M | $126M | $464.4M | 4 | 0 |
| Mar 2022 | $752.3M | $164.9M | $587.4M | 5 | 0 |
| Feb 2022 | $805M | $145.8M | $659.1M | 5 | 0 |
| Jun 2021 | $805M | $145.8M | $659.1M | 5 | 0 |
| Mar 2021 | $805M | $145.8M | $659.1M | 5 | 0 |
| Jun 2020 | $797.9M | $110.2M | $687.6M | 6 | 0 |
| May 2020 | $797.9M | $110.2M | $687.6M | 6 | 0 |
| Mar 2020 | $797.9M | $110.2M | $687.6M | 6 | 0 |
| Feb 2020 | $646.8M | $77.2M | $569.6M | 6 | 1 |
| Mar 2019 | $646.8M | $77.2M | $569.6M | 6 | 1 |
| Sep 2018 | $787.2M | $101.1M | $686.1M | 3 | 2 |
| Sep 2018 | $787.2M | $101.1M | $686.1M | 3 | 2 |
| Jun 2018 | $787.2M | $101.1M | $686.1M | 3 | 2 |
| Mar 2018 | $787.2M | $101.1M | $686.1M | 3 | 2 |
| Mar 2017 | $816.2M | $110.9M | $705.3M | 5 | 400 |
| Mar 2016 | $601.7M | $74.4M | $527.3M | 4 | 271 |
| Jan 2016 | $699M | $157.8M | $541.2M | 4 | 271 |
| Jun 2015 | $699M | $157.8M | $541.2M | 4 | 271 |
| Mar 2015 | $699M | $157.8M | $541.2M | 5 | 271 |
| Jun 2014 | $840M | $145.7M | $694.3M | 5 | 900 |
| Mar 2014 | $838.7M | $45.1M | $793.6M | 5 | 900 |
| Feb 2014 | $676.6M | $34.2M | $642.4M | 7 | 500 |
| Sep 2013 | $676.6M | $34.2M | $642.4M | 7 | 500 |
| Aug 2013 | $631M | $39.7M | $591.3M | 7 | 500 |
| Mar 2013 | $631M | $39.7M | $591.3M | 7 | 500 |
| Mar 2013 | $631M | $39.7M | $591.3M | 7 | 500 |
| Mar 2012 | $487.2M | $1.6M | $485.7M | 1 | 26 |
| Feb 2012 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Sep 2011 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients3
DateMar 2024
Total AUM$466M
Discretionary$123.7M
Non-Disc.$342.3M
Employees3
Clients0
DateOct 2023
Total AUM$590.4M
Discretionary$126M
Non-Disc.$464.4M
Employees4
Clients0
DateOct 2023
Total AUM$590.4M
Discretionary$126M
Non-Disc.$464.4M
Employees4
Clients0
DateMar 2023
Total AUM$590.4M
Discretionary$126M
Non-Disc.$464.4M
Employees4
Clients0
DateMar 2022
Total AUM$752.3M
Discretionary$164.9M
Non-Disc.$587.4M
Employees5
Clients0
DateFeb 2022
Total AUM$805M
Discretionary$145.8M
Non-Disc.$659.1M
Employees5
Clients0
DateJun 2021
Total AUM$805M
Discretionary$145.8M
Non-Disc.$659.1M
Employees5
Clients0
DateMar 2021
Total AUM$805M
Discretionary$145.8M
Non-Disc.$659.1M
Employees5
Clients0
DateJun 2020
Total AUM$797.9M
Discretionary$110.2M
Non-Disc.$687.6M
Employees6
Clients0
DateMay 2020
Total AUM$797.9M
Discretionary$110.2M
Non-Disc.$687.6M
Employees6
Clients0
DateMar 2020
Total AUM$797.9M
Discretionary$110.2M
Non-Disc.$687.6M
Employees6
Clients0
DateFeb 2020
Total AUM$646.8M
Discretionary$77.2M
Non-Disc.$569.6M
Employees6
Clients1
DateMar 2019
Total AUM$646.8M
Discretionary$77.2M
Non-Disc.$569.6M
Employees6
Clients1
DateSep 2018
Total AUM$787.2M
Discretionary$101.1M
Non-Disc.$686.1M
Employees3
Clients2
DateSep 2018
Total AUM$787.2M
Discretionary$101.1M
Non-Disc.$686.1M
Employees3
Clients2
DateJun 2018
Total AUM$787.2M
Discretionary$101.1M
Non-Disc.$686.1M
Employees3
Clients2
DateMar 2018
Total AUM$787.2M
Discretionary$101.1M
Non-Disc.$686.1M
Employees3
Clients2
DateMar 2017
Total AUM$816.2M
Discretionary$110.9M
Non-Disc.$705.3M
Employees5
Clients400
DateMar 2016
Total AUM$601.7M
Discretionary$74.4M
Non-Disc.$527.3M
Employees4
Clients271
DateJan 2016
Total AUM$699M
Discretionary$157.8M
Non-Disc.$541.2M
Employees4
Clients271
DateJun 2015
Total AUM$699M
Discretionary$157.8M
Non-Disc.$541.2M
Employees4
Clients271
DateMar 2015
Total AUM$699M
Discretionary$157.8M
Non-Disc.$541.2M
Employees5
Clients271
DateJun 2014
Total AUM$840M
Discretionary$145.7M
Non-Disc.$694.3M
Employees5
Clients900
DateMar 2014
Total AUM$838.7M
Discretionary$45.1M
Non-Disc.$793.6M
Employees5
Clients900
DateFeb 2014
Total AUM$676.6M
Discretionary$34.2M
Non-Disc.$642.4M
Employees7
Clients500
DateSep 2013
Total AUM$676.6M
Discretionary$34.2M
Non-Disc.$642.4M
Employees7
Clients500
DateAug 2013
Total AUM$631M
Discretionary$39.7M
Non-Disc.$591.3M
Employees7
Clients500
DateMar 2013
Total AUM$631M
Discretionary$39.7M
Non-Disc.$591.3M
Employees7
Clients500
DateMar 2013
Total AUM$631M
Discretionary$39.7M
Non-Disc.$591.3M
Employees7
Clients500
DateMar 2012
Total AUM$487.2M
Discretionary$1.6M
Non-Disc.$485.7M
Employees1
Clients26
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--