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Palladin Consumer Retail Partners, LLC

● SEC registered since 2013CRD 164689SEC# 801-77503Boston, MA
Export (members)
Ranks #3,349 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$593M
Fund GAV
$616.9M
Private funds
16
Employees
10
Accounts
16
Location
Boston, MA

Palladin Consumer Retail Partners, LLC assets under management

Palladin Consumer Retail Partners, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2013. It reports $593 million in regulatory assets under management and employs 10 people. Palladin Consumer Retail Partners, LLC manages 16 private funds with combined gross assets of $616.9 million, including Pcrp Mac, LP. By regulatory assets, it ranks 3,349 of 5,911 private fund managers.

Palladin Consumer Retail Partners, LLC private funds

16 funds · $616.9M GAV
FundTypeGross assetsMin.
Pcrp Mac, LPPrivate Equity$126.8M$3M
Pcrp Leapfrog, LPPrivate Equity$100.3M$100K
Palladin Annex S, LPPrivate Equity$82.2M$100K
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Palladin Consumer Retail Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jodie Ellen Urquhart ControlChief Financial Officer/Chief Compliance OfficerUnder 5%2022
Mark Jonathan Schwartz ControlChief Executive Officer And DirectorOver 75%2012

Frequently asked questions

How much does Palladin Consumer Retail Partners, LLC manage?

Palladin Consumer Retail Partners, LLC reports $593 million in regulatory assets under management on its Form ADV.

How many private funds does Palladin Consumer Retail Partners, LLC manage?

Palladin Consumer Retail Partners, LLC manages 16 private funds with combined gross assets of $616.9 million.

How many employees does Palladin Consumer Retail Partners, LLC have?

Palladin Consumer Retail Partners, LLC reports 10 employees.

Where is Palladin Consumer Retail Partners, LLC located?

Palladin Consumer Retail Partners, LLC is based in Boston, MA and has been SEC-registered since 2013.

Does Palladin Consumer Retail Partners, LLC disclose fund performance?

Palladin Consumer Retail Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressPrudential Tower, 800 Boylston Street, 14th Floor, Boston, MA 02199
Phone617-585-3800
Office hours9 a.m. - 6 p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$593M
Non-discretionary$0
Total (RAUM)$593M

Service providers