# PALLADIN CONSUMER PARTNERS, LLC

PALLADIN CONSUMER PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 164689
- Type: SEC-registered investment adviser
- SEC file number: 801-77503
- Location: PRUDENTIAL TOWER, BOSTON, MA, 02199
- Phone: 617-585-3800
- Latest filing: 2026-09-02
- Regulatory AUM: $457.3M
- Discretionary AUM: $457.3M
- Clients: 9
- Accounts: 16

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Mark Jonathan Schwartz](https://search.stillhousedata.com/person/692050) | CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| [Jodie Ellen Urquhart](https://search.stillhousedata.com/person/692051) | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| [LAWRENCE JON EDWARD](https://search.stillhousedata.com/person/811064) | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER OF MANAGEMENT COMPANY | — |
| [URQUHART JODIE ELLEN](https://search.stillhousedata.com/person/821283) | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| [SCHWARTZ MARK JONATHAN](https://search.stillhousedata.com/person/822675) | CHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGEMENT COMPANY; MANAGING MEMBER (+2 more) | — |
| [AGGOURAS GEORGE](https://search.stillhousedata.com/person/822676) | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| [COURTNEY-O'SULLIVAN MARY KATHERINE](https://search.stillhousedata.com/person/856815) | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164689/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164689/similar
- Related entities: https://search.stillhousedata.com/firm/164689/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164689

---

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.
