Paladin Realty Partners LLC

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Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Paladin Realty Latam V Ex-Colombia Co-Investment Vehicle LP	2019-03-28		3.3 M
RE	Paladin Realty Latin America Investors V LP	2016-03-29		62.1 M
RE	Paladin Realty Latin America Investors IV-CI LP	[2013-04-01]	75.8 M	75.6 M
	Offered $250,000,000 · Filed 2013-02-26 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(6), 3(c)(7) · Remaining $174,242,424 · Duration One year or less · Revenue Decline to Disclose
RE	Paladin Realty YI Co-Investment LP	2013-04-01		0.1 M
RE	Paladin Realty Brazil Investors III LP	[2012-02-14]	22.0 M	0.7 M
	Offered $200,000,000 · Filed 2011-01-07 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(6), 3(c)(7) · Minimum $5,000,000 · Remaining $177,981,000 · Duration One year or less · Revenue Not Applicable
RE	Paladin Realty Latin America Investors III LP	[2012-02-14]	389.3 M	1.3 M
	Offered $800,000,000 · Filed 2009-09-29 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(6) · Remaining $410,666,667 · Duration More than one year · Revenue Decline to Disclose
RE	Paladin Realty Latin America Investors II LP	2012-02-14		5.0 M
RE	Villa West Investors LLC	[2012-02-14]	2.6 M	9.8 M
	Offered $3,900,000 · Filed 2009-03-20 (D) · Exemption 506 · Minimum $50,000 · Remaining $1,317,500 · Duration One year or less · Commission $244,500 · Revenue $1 - $1,000,000
RE	William E Simon & Sons Realty Partners LP	2012-02-14		1.1 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	7	99.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	1	12.6
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	8	112.0
By Discretionary
Discretionary	8	112.0
Non-Discretionary	0	0.0
Total	8	112.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		112.0
Total	8	112.0

Form D Directors	Role	# Filings	# Firms
William Dunbar	Executive Officer	21	3
James Worms	Executive Officer	7	2
Michael Lenard	Executive Officer	6	2
Frederick Gortner	Executive Officer	6	2
John Gerson	Executive Officer	5	2
Axel Chaves	Executive Officer	3	2
Philip Fitzgerald	Executive Officer	3	2
Whitney Greaves	Executive Officer	2	2
Jay Hartman	Executive Officer	2	2
Scot Hadley	Executive Officer	1	1
View All

Comparable Firms	State	AUM
MLG Fund Manager LLC ✚	WI	143.6 M
RSC Asset Management Group LLC ✚	CA	129.2 M
RM Adviser LLC ✚	FL	128.3 M
Evolution Investment Management LLC ✚	TX	127.5 M
Ascentris LLC ✚	CO	121.8 M
Seneca Capital Management LLC ✚	CO	120.0 M
AII Capital Management LLC ✚	CA	108.6 M
Greenbrook Management LLC ✚	NY	108.5 M
Merion Realty Advisers LLC ✚	PA	99.3 M
Baseline Partners LLC ✚	AZ	75.3 M

Assets, Funds, Holdings