PALLADIEM LLC Overview

Palladiem Llc is an investment advisor that manages 699 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/15. The fund's latest filing disclosed 64MM in positions, representing 9% of the manager's regulatory AUM.

PALLADIEM LLC StockAlpha

-3.1%
Top 25%
1yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PALLADIEM LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PALLADIEM LLC Founders and Key Employees

Name Title In Position Since
David M. Feldman President And Co-Cio October-2011
Joseph J. Scavetti Chief Operating Officer October-2011
David R. Gibson Chief Financial Officer October-2011
Bruce E. Terker Director October-2011
Steven J. Morgenthal Director October-2011
Donald G. Robinson Ceo And Co-Cio October-2011
Jason M. Ewasko Chief Compliance Officer January-2014

PALLADIEM LLC Brokers, Custodians, Auditors and Administrators

Type Company

PALLADIEM LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

In providing discretionary investment management, advisory and sub-advisory services and in providing recommendations to non-discretionary clients, we use the investment strategies and methods of analysis, as described below. A discussion of the primary risks associated with these investment strategies is below, although it is not possible to identify all of the risks associated with investing. The particular risks applicable to your account will depend on the nature of the account, its investment strategy or strategies and the types of securities you hold. Any investment involves a risk of loss and there can be no guarantee that a particular level of return will be achieved. You should understand that you could lose some or all of your investment and should be prepared to bear the risk of such potential losses, including through diversification.

Palladiem Investment Portfolios (“PIPs”)
Palladiem Inve...
Get the Full Report

PALLADIEM LLC Portfolio Concentration

PALLADIEM LLC Location

7 GREAT VALLEY PARKWAY
SUITE 295
MALVERN, Pennsylvania
UNITED STATES, 19355

PALLADIEM LLC Contact Information

Phone Number: 888-886-4122
Fax Number: 877-870-5676
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B