Palladium Equity Partners Advisor, LLC is a large advisory firm based in New York. It manages $3.2 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Palladium Equity Partners Advisor provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Palladium Equity Partners Advisor, LLC is $3.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 191% since the beginning of its operation, and $122.96 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Palladium Equity Partners Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Marcos Rodriguez is pooled investment vehicles with 4 clients and $3.2 billion of assets under management. Among the 9 most similar advisory firms, Palladium Equity Partners Advisor has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.2 billion for 4 clients. 25% of the firm’s clients are foreign persons or businesses.
Palladium Equity Partners Advisor also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 41 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Marcos Rodriguez has been acting as President since 1 May 2011. Caleb Hodges Clark joined the executive team most recently as the Managing Director.
The principal office where Palladium Equity Partners Advisor, LLC performs its advisory services is located at 1270 Avenue Of The Americas, New York, NY 10020 1806, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-218-5150 or by fax 212-218-5155. The normal business hours are 9:00am - 6:00pm est on Monday - Friday. You can find more information about the New York firm at palladiumequity.com.