PALLADIUM EQUITY PARTNERS ADVISOR, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159061
- Registered since
- March 30, 2012
- Website
- www.palladiumequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Palladium Equity Partners Advisor, LLC is a limited liability company that operates as a private equity fund adviser focused on pooled investment vehicles for institutional clients. SEC registration dates to 2012. The firm acts in sponsor and general partner capacities and serves as a managing member of pooled vehicles, indicating it both structures and manages funds rather than serving solely as a passive allocator. Its clients are institutional, and its fee arrangements include percentage-of-AUM and performance-based components alongside other fee types. The adviser is not classified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3MARCOS RODRIGUEZ
Founder and CEOCRD 4619394
SUZANNE WONG
Chief Financial OfficerCRD 7219796
NANCY MITCHELL
Partner & Chief Administrative OfficerCRD 3229510
Contacts
3 of 6DANIEL ILUNDAIN
PartnerCRD 6927339
ADAM SHEBITZ
PartnerCRD 4849235
SUSAN LYONS
PartnerCRD 7219793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1270 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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