Paladin Realty Partners, Llc
- Regulatory AUM
- $112M
- Discretionary
- $112M
- Clients
- 8
- Avg AUM / client
- $14.0M
- Accounts
- 8
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $99.4M | 88.7% |
| State or municipal government entities | 1 | $12.6M | 11.3% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $214M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Paladin Realty Latin America Investors Iv Ci, Lp | Real Estate Fund | Delaware | $87.3M | 3 |
| Paladin Realty Latin America Investors V, Lp | Real Estate Fund | Delaware | $69.8M | 3 |
| William E. Simon & Sons Realty Partners, L.P. | Real Estate Fund | Delaware | $37.5M | 30 |
| Paladin Realty Latin America Investors Iii, L.P. | Real Estate Fund | Delaware | $13.7M | 44 |
| Paladin Realty Latam V (Ex Colombia) Co Investment Vehicle, Lp | Real Estate Fund | Delaware | $4.6M | 5 |
| Paladin Realty Brazil Investors Iii, Lp master | Real Estate Fund | Delaware | $1.4M | 117 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lenard, Michael, Barry | Member Of Paladin Realty Partners, Llc | Mar 2014 (12y) | 5% – 10% | |
| Gortner, Frederick, Aiken | Managing Director And Chief Operating Officer Of Paladin Realty Partners, Llc | Feb 2015 (12y) | ≈ 18.75% – 50% via Paladin Realty Management, Llc | |
| Loker, Randall, David | Managing Director And Chief Investment Officer Of Paladin Realty Partners, Llc | Feb 2015 (12y) | Less than 5% | |
| Raoul, Ricardo, Jose Da Silva | Managing Director Of Paladin Realty Partners, Llc | Feb 2015 (12y) | Less than 5% | |
| Worms, James, Robert | Chairman And Chief Executive Officer And Chief Compliance Officer Of Paladin Realty Partners, Llc | Oct 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Paladin Realty Management, Llc | Manager Of Paladin Realty Partners, Llc | Jan 2016 | A | 75% or more |
| Paladin Realty Management, Llc | Manager And Member | Jan 2016 | B | GP / trustee / elected manager of Paladin Realty Management, Llc (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gortner, Frederick, Aiken: 25% – 50% of Paladin Realty Management, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $214M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Paladin Realty Latin America Investors Iv Ci, Lp | Real Estate Fund | $87.3M | $5.0M | 3 |
| Paladin Realty Latin America Investors V, Lp | Real Estate Fund | $69.8M | $5.0M | 3 |
| William E. Simon & Sons Realty Partners, L.P. | Real Estate Fund | $37.5M | $10.0M | 30 |
| Paladin Realty Latin America Investors Iii, L.P. | Real Estate Fund | $13.7M | $5.0M | 44 |
| Paladin Realty Latam V (Ex Colombia) Co Investment Vehicle, Lp | Real Estate Fund | $4.6M | $1.0M | 5 |
| Paladin Realty Brazil Investors Iii, Lp | Real Estate Fund | $1.4M | $100K | 117 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Of America, National Association $14.1M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗