PALLADIUM HERITAGE MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 321623). Regulatory assets under management: $37.2M.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Suzanne Nmn Wong | CHIEF FINANCIAL OFFICER | — |
| Nancy Ann Mitchell | CHIEF COMPLIANCE OFFICER | — |
| Katherine Anne Lehman | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| MITCHELL JUDY ANN | CHIEF COMPLIANCE OFFICER | — |
| WONG KOK HOI NMN | CHIEF FINANCIAL OFFICER | — |
| BARBIERI DOMINICK DANIEL | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER | — |
| LEHMAN KATHERINE ANNE | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Suzanne (Nmn) Wong | CHIEF FINANCIAL OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PALLADIUM HERITAGE FUND, L.P. | Private Equity Fund | Delaware | 21 | $31.5M | $5.0M |
| PALLADIUM HERITAGE (PARALLEL) FUND, L.P. | Private Equity Fund | Delaware | 12 | $1.1M | $5.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| STAMFORD | CT | 0 | 2122185150 |
| STAMFORD | CT | 0 | 2122185150 |