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OAR Financial (previously Palladiem LLC)

EST. AUM
$112,616,089

CONTACTS
5

CLIENT ACCOUNTS
41

Firm Details

Metro area Philadelphia
CRD Number 158989
Website palladiem.com
Client types

Overview

Palladiem is a Philadelphia RIA that offers wealth management, OCIO services, and their own strategies that they market externally. Palladiem came out of BNY Mellon/Lockwood in 2011. The firm's 8 funds that they market externally are spread across three areas: Income, Liquid Alts, and Risk-Managed Core. The funds are mainly composed of passive ETFs but active funds can be utilized. On the OCIO side, they provide a recommended list to their institutional clients across vehicles and asset classes. When screening for managers, Palladiem will typically begin with managers with $100m in AUM, a repeatable investment process but they are typically flexible on track record length and will want to get to know the team. Palladiem was acquired by OAR Financial in September 2023.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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