Palladin Consumer Retail Partners, Llc
- Regulatory AUM
- $457M
- Discretionary
- $457M
- Clients
- 16
- Avg AUM / client
- $28.6M
- Accounts
- 16
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $457M | 100.0% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $569M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pcrp Leapfrog, Lp | Private Equity Fund | Delaware | $123M | 5 |
| Pcrp Mac, Lp | Private Equity Fund | Delaware | $95.4M | 7 |
| Palladin Annex S, Lp | Private Equity Fund | Delaware | $76.4M | 7 |
| Palladin Partners B, Lp | Private Equity Fund | Delaware | $47.3M | 9 |
| Palladin Dw, Lp | Private Equity Fund | Delaware | $43.3M | 7 |
| Palladin Partners Annex, Lp | Private Equity Fund | Delaware | $32.6M | 8 |
| Palladin S Ii, Lp | Private Equity Fund | Delaware | $30.5M | 8 |
| Pcrp Sem, Lp | Private Equity Fund | Delaware | $25.2M | 2 |
| Palladin Partners A, Lp | Private Equity Fund | Delaware | $20.5M | 9 |
| Tailwind Holdings I, Lp | Private Equity Fund | Delaware | $18.9M | 3 |
| Tailwind Holdings Ii, Lp | Private Equity Fund | Delaware | $18.9M | 2 |
| Palladin Dw Pa, Lp | Private Equity Fund | Delaware | $14.3M | 11 |
| Palladin Capital Partners Lp | Private Equity Fund | Delaware | $13.0M | 5 |
| Pcrp Mac Pa, Lp | Private Equity Fund | Delaware | $8.7M | 12 |
| Palladin Annex Pb Ii, Lp | Private Equity Fund | Delaware | $1.3M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schwartz, Mark, Jonathan | Chief Executive Officer And Director | Mar 2012 (14y) | 75% or more | |
| Urquhart, Jodie, Ellen | Chief Financial Officer/Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (16, $569M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pcrp Leapfrog, Lp | Private Equity Fund | $123M | $100K | 5 |
| Pcrp Mac, Lp | Private Equity Fund | $95.4M | $3.0M | 7 |
| Palladin Annex S, Lp | Private Equity Fund | $76.4M | $100K | 7 |
| Palladin Partners B, Lp | Private Equity Fund | $47.3M | $100K | 9 |
| Palladin Dw, Lp | Private Equity Fund | $43.3M | $100K | 7 |
| Palladin Partners Annex, Lp | Private Equity Fund | $32.6M | $100K | 8 |
| Palladin S Ii, Lp | Private Equity Fund | $30.5M | $54.5K | 8 |
| Pcrp Sem, Lp | Private Equity Fund | $25.2M | $15.0M | 2 |
| Palladin Partners A, Lp | Private Equity Fund | $20.5M | $100K | 9 |
| Tailwind Holdings I, Lp | Private Equity Fund | $18.9M | $850K | 3 |
| Tailwind Holdings Ii, Lp | Private Equity Fund | $18.9M | $13.0M | 2 |
| Palladin Dw Pa, Lp | Private Equity Fund | $14.3M | $100K | 11 |
| Palladin Capital Partners Lp | Private Equity Fund | $13.0M | $0 | 5 |
| Pcrp Mac Pa, Lp | Private Equity Fund | $8.7M | $250K | 12 |
| Palladin Annex Pb Ii, Lp | Private Equity Fund | $1.3M | $2.5M | 2 |
| Palladin Annex Pb, Lp | Private Equity Fund | $276K | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 4.32 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗