PALLADIN CONSUMER RETAIL PARTNERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$457M
Discretionary
$457M
100% of AUM
Avg account
$28.6M
Accounts
16
Employees
9
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
164689
Registered since
January 2, 2013
Website
pcrp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palladin Consumer Retail Partners, LLC is organized as a limited liability company and operates as a private equity manager that advises pooled investment vehicles. The firm registered with the SEC in 2013 and targets institutional clients. It functions in sponsor and GP roles, serving as managing member for the funds it runs rather than acting as a third‑party capital allocator. Compensation is a mix of a percentage-of-assets fee and performance-based fees, consistent with private equity fund economics. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MARK SCHWARTZ

    CEOCRD 1414535

  • JODIE URQUHART

    Chief Financial Officer & Chief Compliance OfficerCRD 6029211

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth