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O•• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

O•• F••••••••

PALLADIEM LLC, CRD 158989

BRYN MAWR, PA

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Search this name across graphsid dfx:ria:2d52283a-9844-1883-d81d-d0116baea32a

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Nov 21, 2011 to Mar 18, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.06 fund_share=0.0 institutional_share=0.91 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $115M••• Locked
Discretionary RAUM: $115M
Private client RAUM: $6.9Mderived••• Locked
Private client share: 6%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
I•• G•••••• L••	MANAGING MEMBER	E	yes	09/2023	Oct 11, 2023	Mar 19, 2024
M•••••••• B•••••••• E•••••	Member	C	yes	09/2019	Oct 25, 2023	Mar 19, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I•• A•••••••• L••	n/a	Asset manager	$128M	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$115M	$113M	1.7%	$590M	-42.1%	10	10	0	0

Relationships

Affiliated with (2)

→ I•• A•••••••Registered adviserother investment adviser, common control
factForm ADV
← I•• A•••••••Registered adviserother investment adviser, common control
factForm ADV

Controls (7)

← M•••••••• B•••••••• E•••••OwnerMEMBER, ownership code C, individual
Oct 25, 2023 to Mar 19, 2024factForm ADV
← T•••••• B••••• E••••OwnerGENERAL PARTNER, ownership code E, individual

Dated events

Occurred
Feb 28, 2025
Regulatory AUM changed
O•• F•••••••• reported RAUM $112.6M, down 76% from $466.0M (2024-03-19 to 2025-02-28)
Form ADVobserved 7 days ago
$-353M
Occurred
Oct 25, 2023
Control person joined
Evans Bruce Terker (General Partner) appeared on Schedule A of O•• F••••••••
Form ADVobserved 7 days ago
Occurred
Oct 25, 2023
Control person joined
Edward Benjamin Mcmillan (Member) appeared on Schedule A of O•• F••••••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d52283a-9844-1883-d81d-d0116baea32a
First observed: Nov 21, 2011
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.