|
⚲
|
| Palladium Heritage Management LLC
✚
|
|
|---|---|
| CRD # | 321623 |
| SEC # | 801-125771 |
| CIK # | |
| AUM | $37.2 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-218-5150 |
| Address | 1270 Avenue of The Americas New York, NY 10020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Palladium Heritage Fund LP | [2023-03-31] | 36.7 | 31.5 |
| PE | Palladium Heritage Parallel Fund LP | [2023-03-31] | 1.2 | 1.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 37.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 37.2 |
| By Discretionary | ||
| Discretionary | 2 | 37.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 37.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.2 | |
| Total | 2 | 37.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Suzanne Wong | 6 | 3 | ||
| Nancy Mitchell | 5 | 2 | ||
| Katherine Lehman | 4 | 2 | ||
| Dominick Barbieri | 3 | 2 | ||
| Edwin Moss | 3 | 2 | ||
| Palladium Heritage GP LLC | 2 | 1 | ||
| Lamar Horne | 2 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Krane Capital Management LLC
✚
|
NY | 0.0 |
|
B Riley Wealth Private Shares LLC
✚
|
TN | 0.0 |
|
Nordwand Investments LLC
✚
|
PA | 0.0 |
|
ACME Credit Partners LLC
✚
|
NY | 0.0 |
|
HKW Management LLC
✚
|
0.0 | |
|
Tabernacle Equity Management LLC
✚
|
TX | 0.0 |
|
Viridian PE Management LLC
✚
|
NY | 0.0 |
|
Stockwell Ventures LLC
✚
|
NY | 0.0 |
|
Xcellerant Ventures LLC
✚
|
AZ | 0.0 |
|
MAP Funds Management LLC
✚
|
MA | 0.0 |