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| Happy Holidays!! thanks for using AUM13F!! |
| Palladiem LLC
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| CRD # | 158989 |
| SEC # | 801-72726 |
| CIK # | 0001629271 |
| AUM | $112.6 M (2025-02-28) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 833-662-6346 |
| Address | One Town Place Bryn Mawr, PA 19010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 3.9 | ||
| Microsoft Corp | 0.8 | ||
| Apple Inc | 0.6 | ||
| Novo Nordisk A S | 0.5 | ||
| Holdings by Sector ($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) | 29 | 16.9 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 94.2 |
| (i) State or municipal government entities | 1 | 1.5 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 112.6 |
| By Discretionary | ||
| Discretionary | 41 | 112.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 112.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.6 | |
| Total | 41 | 112.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001629271] | |
| SC 13G | [0001629271] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Palladiem LLC | Virtus ETF Trust II | [2021-07-13] |
| Palladiem LLC | DBX ETF Trust | [2020-04-01] |
| Palladiem LLC | DBX ETF Trust | [2020-04-01] |
| Palladiem LLC | SPDR Series Trust | [2015-02-04] |
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