Palladiem Llc
- Regulatory AUM
- $115M
- Discretionary
- $115M
- Clients
- 41
- Avg AUM / client
- $2.8M
- Accounts
- 41
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 25 | $6.9M | 6.01% |
| Charitable organizations | 10 | $103M | 89.8% |
| State or municipal government entities | 1 | $1.7M | 1.47% |
| Corporations and other businesses | 5 | $3.2M | 2.76% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terker, Bruce, Evans | General Partner | Jul 1989 (37y) | ≈ 10.55% – 50% via Odyssey Capital Group Lp | |
| Robinson, Donald, George | Chief Investment Officer | Oct 2011 (15y) | 5% – 10% | |
| Mcmillan, Benjamin, Edward | Member | Sep 2019 (7y) | ≈ 14.06% – 50% via Idx Global, Llc | |
| Roeper, Jessica, J | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oar Financial, Llc | Member | Sep 2023 | A | 75% or more |
| Idx Global, Llc | Managing Member | Sep 2023 | B | ≈ 56.25% – 100% via Oar Financial, Llc |
| Odyssey Capital Group Lp | Member | Sep 2023 | B | ≈ 14.06% – 50% via Idx Global, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Terker, Bruce, Evans: 75% – 100% of Odyssey Capital Group Lp × 25% – 50% of Idx Global, Llc × 75% – 100% of Oar Financial, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Mcmillan, Benjamin, Edward: 25% – 50% of Idx Global, Llc × 75% – 100% of Oar Financial, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Idx Global, Llc: 75% – 100% of Oar Financial, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Odyssey Capital Group Lp: 25% – 50% of Idx Global, Llc × 75% – 100% of Oar Financial, Llc × 75% – 100% direct ≈ 14.06% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 984 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $166M (36% of AUM) Mar 2024
- Wells Fargo $109M (95% of AUM) Mar 2026
- Pershing $89.6M (14% of AUM) Feb 2020
- J.P. Morgan $46.6M (7% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗