Paloma Partners: Platform Profile

Overview

Paloma Partners is a multi-strategy hedge-fund platform founded in 1981 by Donald Sussman. Its current model centers on backing established emerging managers and allocating capital through separately managed accounts, supported by shared infrastructure, risk oversight and operational resources.

May fit better for

• investors seeking a diversified multi-manager hedge-fund platform;
• allocators interested in systematic, credit relative-value, long/short equity and volatility strategies;
• investors comfortable with manager-selection and platform risk;
• qualified investors evaluating private multi-strategy access.

May fit less well for

• retail users seeking self-service public access;
• investors wanting one directly managed concentrated portfolio;
• users who treat Paloma's 13F as firm AUM;
• investors expecting one universal minimum or fee schedule.

Current regulatory AUM is $30.289B

• Regulatory AUM: $30.289B
• Regulatory AUM as of: 2026-05-20
• Discretionary AUM: $30.289B
• Client accounts: 3

Q2 2026 13F value is about $1.364B

• Q2 2026 13F value: $1.364B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F entry count: 28

The Q2 13F contains meaningful option positions, including puts and calls.

Current first-party strategy lineup

• Systematic: Yes
• Credit Relative Value: Yes
• Fundamental Long Short Equity: Yes
• Volatility Capital Structure Arbitrage: Yes
• Multi manager: Yes
• Separately managed account model: Yes

Paloma states that every allocation in its differentiated multi-strategy portfolio is structured as a separately managed account.

Platform structure matters more than a single strategy label

The current site emphasizes:

• Manager seeding and partnership: Yes
• Shared infrastructure: Yes
• Risk and margin oversight: Yes
• Internal and external manager models: Yes

Investor access is private

Paloma's privacy notice explicitly addresses current, prospective and former investors in the Paloma Fund and related vehicles.

A March 2026 Form D amendment for Paloma Partners L.L.C. references a private offering relying on Section 3(c)(7).

• Public self service retail signup: No
• Private offering structure: Yes

Leadership

• Founder: Donald Sussman
• Founder current role: Founder, Chairman and Chief Investment Officer
• CEO: Ravi M. Singh

Third-party awards on executive biographies are not ROIStreet ratings.

Assessment

Paloma is best understood as a hedge-fund platform and capital partner to managers, not as a single portfolio strategy. The $30.289B regulatory AUM figure is the useful manager-scale anchor; the $1.364B Q2 13F is a much narrower, option-heavy filing measure.