|
⚲
|
| Palladin Consumer Retail Partners LLC
✚
|
|
|---|---|
| CRD # | 164689 |
| SEC # | 801-77503 |
| CIK # | |
| AUM | $379.0 MM (2023-03-27) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 617-585-3800 |
| Address | Prudential Tower Boston, MA 02199 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Palladin Annex PB II LP | 2023-03-27 | 2.0 | |
| PE | PCRP SEM LP | 2023-03-27 | 16.5 | |
| PE | Tailwind Holdings II LP | 2022-03-29 | 15.0 | |
| PE | Tailwind Holdings I LP | 2022-03-29 | 15.0 | |
| PE | Palladin DW LP | 2021-03-31 | 44.8 | |
| PE | Palladin DW PA LP | 2021-03-31 | 14.8 | |
| PE | PCRP LeapFrog LP | 2021-03-31 | 85.4 | |
| PE | Palladin Annex PB LP | 2020-03-30 | 0.3 | |
| PE | Palladin Annex S LP | 2019-03-19 | 83.8 | |
| PE | Palladin Partners A LP | 2019-03-19 | 19.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 379.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 379.0 |
| By Discretionary | ||
| Discretionary | 13 | 379.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 379.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.0 | |
| Total | 13 | 379.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Mark Schwartz | 36 | ||
| Palladin Partners Annex GP LLC | 2 | ||
| Palladin Capital Partners LLC | 1 | ||
| Palladin Partners GP LLC | 1 |
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