PALLADIUM EQUITY PARTNERS ADVISOR, LLC

RIASEC RegisteredEst. 2012
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$720M
Accounts
5
Employees
45
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
159061
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

3 of 3
  • MARCOS RODRIGUEZ

    Founder and CEOCRD 4619394

  • SUZANNE WONG

    Chief Financial OfficerCRD 7219796

  • NANCY MITCHELL

    Partner & Chief Administrative OfficerCRD 3229510

Contacts

3 of 6
  • DANIEL ILUNDAIN

    PartnerCRD 6927339

  • ADAM SHEBITZ

    PartnerCRD 4849235

  • SUSAN LYONS

    PartnerCRD 7219793

Unlock 3 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth