Palladium Equity Partners Advisor, Llc
- Regulatory AUM
- $3.6B
- Discretionary
- $3.6B
- Clients
- 5
- Avg AUM / client
- $720M
- Accounts
- 5
- Employees
- 45
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $3.6B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $3.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Palladium Equity Partners V, Lp | Private Equity Fund | Delaware | $1.9B | 61 |
| Palladium Equity Partners Iv, Lp | Private Equity Fund | Delaware | $1.2B | 47 |
| Palladium Equity Partners Iv Cf, L.P. | Private Equity Fund | Delaware | $155M | 2 |
| Palladium Equity Partners Vi, L.P. | Private Equity Fund | Delaware | $107M | 20 |
| Pep Fluid Co Invest, Lp | Private Equity Fund | Cayman Islands | $103 | 8 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rodriguez, Marcos, Alejandro | Chairman/Ceo And Partner | May 1997 (29y) | Less than 5% | |
| Reymond, Kevin, Louis | Vice Chairman And Partner | Jul 2001 (25y) | Less than 5% | |
| Green, Justin, Ryan | Partner | Jan 2017 (10y) | Less than 5% | |
| Ilundain, Daniel, (Nmn) | Partner | Jan 2017 (10y) | Less than 5% | |
| Shebitz, Adam, Lee | Partner | Jan 2017 (10y) | Less than 5% | |
| Allen, Christopher, Scott | Partner | Jan 2020 (7y) | Less than 5% | |
| Lyons, Susan, Searles | Executive Vp And Partner | Jan 2020 (7y) | Less than 5% | |
| Wong, Suzanne, (Nmn) | Chief Financial Officer And Partner | Jan 2020 (7y) | Less than 5% | |
| Mitchell, Nancy, Ann | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Palladium Investment Partners, Llc | Sole Member | Jun 2021 | A | 75% or more |
| Palladium Firmco, Llc | Managing Member | Jun 2021 | B | ≈ 56.25% – 100% via Palladium Investment Partners, Llc |
| Palladium Fee Silo, Llc | Sole Member | Jun 2021 | B | ≈ 42.19% – 100% via Palladium Firmco, Llc |
| Palladium Topco, Llc | Sole Member | Jun 2021 | B | ≈ 31.64% – 100% via Palladium Fee Silo, Llc |
| Palladium Investment, Llc | Sole Member | Jun 2021 | B | ≈ 23.73% – 100% via Palladium Topco, Llc |
| Palladium Manager, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Palladium Topco, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Palladium Firmco, Llc: 75% – 100% of Palladium Investment Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Palladium Fee Silo, Llc: 75% – 100% of Palladium Firmco, Llc × 75% – 100% of Palladium Investment Partners, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Palladium Topco, Llc: 75% – 100% of Palladium Fee Silo, Llc × 75% – 100% of Palladium Firmco, Llc × 75% – 100% of Palladium Investment Partners, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Palladium Investment, Llc: 75% – 100% of Palladium Topco, Llc × 75% – 100% of Palladium Fee Silo, Llc × 75% – 100% of Palladium Firmco, Llc × 75% – 100% of Palladium Investment Partners, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $3.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Palladium Equity Partners V, Lp | Private Equity Fund | $1.9B | $10.0M | 61 |
| Palladium Equity Partners Iv, Lp | Private Equity Fund | $1.2B | $10.0M | 47 |
| Palladium Equity Partners Iv Cf, L.P. | Private Equity Fund | $155M | $10.0M | 2 |
| Palladium Equity Partners Vi, L.P. | Private Equity Fund | $107M | $10.0M | 20 |
| Pep Fluid Co Invest, Lp | Private Equity Fund | $103 | $1.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ADVISORY, MONITORING, TRANSACTION AND SIMILAR FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗