PALLADIUM EQUITY PARTNERS ADVISOR, LLC

PALLADIUM EQUITY PARTNERS ADVISOR, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 159061). Regulatory assets under management: $3.6B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos.

Officers, owners & control persons (36)

Showing 25 of 36 people.

NameRoleLocation
Scott Frances AndersonMANAGING DIRECTOR; MANAGING DIRECTOR OF REGISTRANT AND RELYING ADVISERS; MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT III, LLC (RELYING ADVISER) (+1 more)SEATTLE, WA
Marcos Alejandro RodriguezCHAIRMAN/CEO AND PARTNER
Kevin Louis ReymondVICE CHAIRMAN AND PARTNER
Adam Lee ShebitzPARTNER
Daniel Nmn IlundainPRESIDENT AND PARTNER
Justin Ryan GreenPARTNER
Suzanne Nmn WongCHIEF FINANCIAL OFFICER AND PARTNER
Susan Searles LyonsPARTNER
Nancy Ann MitchellCAO, CLO, CCO AND PARTNER
Katherine Anne LehmanPARTNER
Alexander John FunkPARTNER
Clark Brown HodgesMANAGING DIRECTOR; PARTNER
Christopher Scott AllenPARTNER
MITCHELL JUDY ANNCHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER
ALLEN BRIAN SCOTTPARTNER
WONG KOK HOI NMNCHIEF FINANCIAL OFFICER AND PARTNER
RODRIGUEZ MARCOSCHAIRMAN/CEO; CHAIRMAN/CEO AND PARTNER; CHAIRMAN/CEO OF REGISTRANT AND RELYING ADVISERS (+4 more)
ZALDIVAR LUISMANAGING DIRECTOR; MANAGING DIRECTOR OF REGISTRANT AND RELYING ADVISERS; MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT III, LLC (RELYING ADVISER) (+2 more)
PEREZ DAVIDMANAGING DIRECTOR; MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT III, LLC (RELYING ADVISER); MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT, LLC (RELYING ADVISER) (+2 more)
REYMOND KEVIN LOUISCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND PARTNER; CHIEF FINANCIAL OFFICER OF ADVISER & RELYING ADVISERS (+4 more)
CESAR-FABIAN EUGENIE MARIECHIEF COMPLIANCE OFFICER/GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL AND PARTNER; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL OF REGISTRANT AND RELYING ADVISERS (+2 more)
VENTOSA ALEJANDROMANAGING DIRECTOR; MANAGING DIRECTOR OF ADVISER AND RELYING ADVISERS; MANAGING DIRECTOR OF REGISTRANT AND RELYING ADVISERS (+2 more)
SHEBITZ ADAM LEEMANAGING DIRECTOR; PARTNER
ILUNDAIN DANIELMANAGING DIRECTOR; PARTNER
GREEN JUSTIN RYANMANAGING DIRECTOR; PARTNER

Private funds (5)

FundTypeFormedOwnersGross asset valueMin investment
PALLADIUM EQUITY PARTNERS V, LPPrivate Equity FundDelaware87$1.7B$10.0M
PALLADIUM EQUITY PARTNERS IV, LPPrivate Equity FundDelaware64$1.2B$10.0M
PALLADIUM EQUITY PARTNERS IV CF, L.P.Private Equity FundDelaware5$114.3M$10.0M
PALLADIUM EQUITY PARTNERS VI, L.P.Private Equity FundDelaware53$90.5M$10.0M
PEP FLUID CO-INVEST, LPPrivate Equity FundCayman Islands10$103$1.0M

Branch offices (4)

CityStateEmployeesPhone
STAMFORDCT22122185150
STAMFORDCT22122185150
TRAVERSE CITYMI02122185150
TRAVERSE CITYMI02122185150

Fund service providers (1)

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