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| Palladium Equity Partners Advisor LLC
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| CRD # | 159061 |
| SEC # | 801-73865 |
| CIK # | |
| AUM | $3.4 B (2025-03-27) |
| Employees | 47 (51% Investors, 0% Brokers) |
| Phone | 212-218-5150 |
| Address | 1270 Avenue of The Americas New York, NY 10020-1806 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Palladium Equity Partners IV CF LP | 2024-03-28 | 123.7 | |
| PE | Palladium Equity Partners VI LP | [2024-03-28] | 1,557.0 | 80.5 |
| PE | Palladium Equity Partners V LP | [2017-03-31] | 1,557.0 | 1,547.0 |
| PE | PEP Fluid Co-Invest LP | [2015-04-21] | 77.8 | 0.0 |
| PE | Palladium Equity Partners IV LP | [2013-04-01] | 1,118.2 | 1,360.0 |
| PE | Palladium Equity Investors II LP | 2012-02-14 | 33.2 | |
| PE | Palladium Equity Partners II-A LP | 2012-02-14 | 79.2 | |
| PE | Palladium Equity Partners III LP | 2012-02-14 | 50.9 | |
| PE | Palladium Equity Partners II LP | 2012-02-14 | 179.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 5 | 3.4 |
| (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 | 5 | 3.4 |
| By Discretionary | ||
| Discretionary | 5 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 2.7 | |
| Total | 5 | 3.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Perez | 21 | |||
| Luis Zaldivar | 9 | |||
| Rafael Ortiz | 5 | |||
| Erik Scott | 3 | |||
| Marcos Rodriguez | 3 | |||
| Kevin Reymond | 3 | |||
| Daniel Ilundain | 2 | |||
| Adam Shebitz | 2 | |||
| Eugenie Cesarfabian | 2 | |||
| Fluid Global GP Corp | 1 | |||
| View All | ||||
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