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Paul A. D. Evans Dba Paladin Capital Management (San Francisco)


Paul A. D. Evans Dba Paladin Capital Management is a large advisory firm based in San Francisco. It manages $30.08 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Virginia.

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Paul A. D. Evans Dba Paladin Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paul A. D. Evans Dba Paladin Capital Management: assets under management

The assets under management (AUM) of Paul A. D. Evans Dba Paladin Capital Management is $30.08 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.94 million in discretionary accounts and $4.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $829.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paul A. D. Evans Dba Paladin Capital Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Paul A. D. Evans Dba Paladin Capital Management performs its advisory services is located at 235 Montgomery Street,, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-981-1725 or by fax 800-491-1808. The normal business hours are 9.30am-5.30pm on Monday - Friday. You can find more information about the New York firm at www.paladincap.com.


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