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| Palladium Equity Partners Advisor LLC
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|---|---|
| CRD # | 159061 |
| SEC # | 801-73865 |
| CIK # | |
| AUM | 3,599.3 M (2026-03-31) |
| Employees | 45 (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 | AUM |
|---|---|---|---|---|
| PE | Palladium Equity Partners IV CF LP | 2024-03-28 | 114.3 M | |
| PE | Palladium Equity Partners VI LP | [2024-03-28] | 1,557.0 M | 90.5 M |
| Offered $1,557,000,000 · Filed 2019-07-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $4,377,000 · Revenue Decline to Disclose | ||||
| PE | Palladium Equity Partners V LP | [2017-03-31] | 1,557.0 M | 1,707.5 M |
| Offered $1,557,000,000 · Filed 2019-07-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $4,377,000 · Revenue Decline to Disclose | ||||
| PE | PEP Fluid Co-Invest LP | [2015-04-21] | 77.8 M | 0.0 M |
| Offered $77,850,000 · Filed 2014-06-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $500,000 · Revenue Decline to Disclose | ||||
| PE | Palladium Equity Partners IV LP | [2013-04-01] | 1,118.2 M | 1,234.8 M |
| Filed 2014-05-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $8,252,500 · Revenue Decline to Disclose | ||||
| PE | Palladium Equity Investors II LP | 2012-02-14 | 33.2 M | |
| PE | Palladium Equity Partners II-A LP | 2012-02-14 | 79.2 M | |
| PE | Palladium Equity Partners III LP | 2012-02-14 | 50.9 M | |
| PE | Palladium Equity Partners II LP | 2012-02-14 | 179.4 M | |
| AUM Breakdown | Accounts | AUM ($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 | 3.6 |
| (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 | 3.6 |
| By Discretionary | ||
| Discretionary | 5 | 3.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 5 | 3.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Perez | Director, Executive Officer | 23 | 3 | |
| Luis Zaldivar | Director | 10 | 3 | |
| Rafael Ortiz | Executive Officer | 5 | 3 | |
| Marcos Rodriguez | Executive Officer | 3 | 2 | |
| Erik Scott | Director | 3 | 2 | |
| Kevin Reymond | Executive Officer | 3 | 2 | |
| Adam Shebitz | Director | 2 | 2 | |
| Daniel Ilundain | Director | 2 | 2 | |
| Eugenie Cesar-Fabian | Executive Officer | 2 | 1 | |
| Alex Ventosa | Director | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.4B |
| Serves | Institutional |
| Fund Types | Private Equity |
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