Palladin Consumer Partners, LLC

RIASEC RegisteredEst. 2013
Total AUM
$457M
Discretionary
$457M
100% of AUM
Avg account
$28.6M
Accounts
16
Employees
9
Advisory reps
2

Firm details

Headquarters
Boston, Massachusetts
CRD number
164689
Registered since
January 2, 2013
Website
pcrp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palladin Consumer Partners, LLC is organized as a limited liability company and operates as a private equity fund manager. The firm is SEC-registered (since 2013) and serves institutional clients by managing pooled investment vehicles. It functions as sponsor, general partner and managing member of those vehicles, charging asset-based management fees together with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mark Schwartz

    Mark Schwartz

    CEOCRD 1414535

  • Jodie Urquhart

    Jodie Urquhart

    Chief Financial Officer & Chief Compliance OfficerCRD 6029211

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth