# PALLADIUM EQUITY PARTNERS ADVISOR, LLC

PALLADIUM EQUITY PARTNERS ADVISOR, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 159061
- Type: SEC-registered investment adviser
- SEC file number: 801-73865
- Location: 1270 AVENUE OF THE AMERICAS, 31ST FLOOR, NEW YORK, NY, 10020-1806
- Phone: 212-218-5150
- Latest filing: 2026-03-31
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.6B
- Clients: 45
- Accounts: 5

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| [Scott Frances Anderson](https://search.stillhousedata.com/person/318893) | MANAGING DIRECTOR; MANAGING DIRECTOR OF REGISTRANT AND RELYING ADVISERS; MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT III, LLC (RELYING ADVISER) (+1 more) | SEATTLE, WA |
| [Marcos Alejandro Rodriguez](https://search.stillhousedata.com/person/676775) | CHAIRMAN/CEO AND PARTNER | — |
| [Kevin Louis Reymond](https://search.stillhousedata.com/person/676776) | VICE CHAIRMAN AND PARTNER | — |
| [Adam Lee Shebitz](https://search.stillhousedata.com/person/676777) | PARTNER | — |
| [Daniel Nmn Ilundain](https://search.stillhousedata.com/person/676778) | PRESIDENT AND PARTNER | — |
| [Justin Ryan Green](https://search.stillhousedata.com/person/676779) | PARTNER | — |
| [Suzanne Nmn Wong](https://search.stillhousedata.com/person/676780) | CHIEF FINANCIAL OFFICER AND PARTNER | — |
| [Susan Searles Lyons](https://search.stillhousedata.com/person/676781) | PARTNER | — |
| [Nancy Ann Mitchell](https://search.stillhousedata.com/person/676782) | CAO, CLO, CCO AND PARTNER | — |
| [Katherine Anne Lehman](https://search.stillhousedata.com/person/676783) | PARTNER | — |
| [Alexander John Funk](https://search.stillhousedata.com/person/676784) | PARTNER | — |
| [Clark Brown Hodges](https://search.stillhousedata.com/person/678628) | MANAGING DIRECTOR; PARTNER | — |
| [Christopher Scott Allen](https://search.stillhousedata.com/person/712760) | PARTNER | — |
| [MITCHELL JUDY ANN](https://search.stillhousedata.com/person/740693) | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| [ALLEN BRIAN SCOTT](https://search.stillhousedata.com/person/756163) | PARTNER | — |
| [WONG KOK HOI NMN](https://search.stillhousedata.com/person/811753) | CHIEF FINANCIAL OFFICER AND PARTNER | — |
| [RODRIGUEZ MARCOS](https://search.stillhousedata.com/person/819460) | CHAIRMAN/CEO; CHAIRMAN/CEO AND PARTNER; CHAIRMAN/CEO OF REGISTRANT AND RELYING ADVISERS (+4 more) | — |
| [ZALDIVAR LUIS](https://search.stillhousedata.com/person/819461) | MANAGING DIRECTOR; MANAGING DIRECTOR OF REGISTRANT AND RELYING ADVISERS; MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT III, LLC (RELYING ADVISER) (+2 more) | — |
| [PEREZ DAVID](https://search.stillhousedata.com/person/819462) | MANAGING DIRECTOR; MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT III, LLC (RELYING ADVISER); MANAGING DIRECTOR PALLADIUM CAPITAL MANAGEMENT, LLC (RELYING ADVISER) (+2 more) | — |
| [REYMOND KEVIN LOUIS](https://search.stillhousedata.com/person/819463) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND PARTNER; CHIEF FINANCIAL OFFICER OF ADVISER & RELYING ADVISERS (+4 more) | — |
| [CESAR-FABIAN EUGENIE MARIE](https://search.stillhousedata.com/person/819464) | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL AND PARTNER; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL OF REGISTRANT AND RELYING ADVISERS (+2 more) | — |
| [VENTOSA ALEJANDRO](https://search.stillhousedata.com/person/828716) | MANAGING DIRECTOR; MANAGING DIRECTOR OF ADVISER AND RELYING ADVISERS; MANAGING DIRECTOR OF REGISTRANT AND RELYING ADVISERS (+2 more) | — |
| [SHEBITZ ADAM LEE](https://search.stillhousedata.com/person/851369) | MANAGING DIRECTOR; PARTNER | — |
| [ILUNDAIN DANIEL](https://search.stillhousedata.com/person/851370) | MANAGING DIRECTOR; PARTNER | — |
| [GREEN JUSTIN RYAN](https://search.stillhousedata.com/person/851371) | MANAGING DIRECTOR; PARTNER | — |


## Private funds (5)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PALLADIUM EQUITY PARTNERS V, LP | Private Equity Fund | Delaware | 87 | $1.7B | $10.0M |
| PALLADIUM EQUITY PARTNERS IV, LP | Private Equity Fund | Delaware | 64 | $1.2B | $10.0M |
| PALLADIUM EQUITY PARTNERS IV CF, L.P. | Private Equity Fund | Delaware | 5 | $114.3M | $10.0M |
| PALLADIUM EQUITY PARTNERS VI, L.P. | Private Equity Fund | Delaware | 53 | $90.5M | $10.0M |
| PEP FLUID CO-INVEST, LP | Private Equity Fund | Cayman Islands | 10 | $103 | $1.0M |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| STAMFORD | CT | 2 | 2122185150 |
| STAMFORD | CT | 2 | 2122185150 |
| TRAVERSE CITY | MI | 0 | 2122185150 |
| TRAVERSE CITY | MI | 0 | 2122185150 |


## Fund service providers (1)

- administrator: GEN II FUND SERVICES, LLC — 5 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159061/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159061/similar
- Related entities: https://search.stillhousedata.com/firm/159061/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159061

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.