| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Palladium Heritage Fund, L.P. | Private Equity | $32.1M | $5M |
| Palladium Heritage (parallel) Fund, L.P. | Private Equity | $1M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Anne Lehman Control | Chief Executive Officer | Under 5% | 2022 |
| Nancy Ann Mitchell Control | Chief Compliance Officer | Under 5% | 2024 |
| Palladium Heritage, LLC Control | Sole Member | Over 75% | 2022 |
Palladium Heritage Management, LLC reports $39.5 million in regulatory assets under management on its Form ADV.
Palladium Heritage Management, LLC manages 2 private funds with combined gross assets of $33.1 million.
Palladium Heritage Management, LLC reports 4 employees.
Palladium Heritage Management, LLC is based in New York, NY and has been SEC-registered since 2022.
Palladium Heritage Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1270 Avenue of the Americas, 31st Floor, New York, NY 10020 |
| Phone | (212) 218-5150 |
| Fax | 212-218-5155 |
| Office hours | 9:00a.m. - 6:00p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $39.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $39.5M |