PALLADIUM EQUITY PARTNERS ADVISOR, LLC
CRD #159061 SEC #801-73865 NEW YORK, NY 212-218-5150
SEC Registered Private Funds
Total AUM
$3.4B
Discretionary
$3.4B
Employees
47
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.4B | $3.4B | $0 | 47 | 0 |
| Mar 2025 | $3.4B | $3.4B | $0 | 47 | 0 |
| Oct 2024 | $3.7B | $3.7B | $0 | 51 | 0 |
| May 2024 | $3.7B | $3.7B | $0 | 51 | 0 |
| Mar 2024 | $3.4B | $3.4B | $0 | 51 | 0 |
| Mar 2023 | $3.2B | $3.2B | $0 | 62 | 0 |
| Mar 2022 | $3.4B | $3.4B | $0 | 58 | 0 |
| Nov 2021 | $2.8B | $2.8B | $0 | 41 | 0 |
| Aug 2021 | $2.8B | $2.8B | $0 | 41 | 0 |
| Mar 2021 | $2.8B | $2.8B | $0 | 41 | 4 |
| Mar 2020 | $2.8B | $2.8B | $0 | 38 | 4 |
| Jan 2020 | $3.2B | $3.2B | $0 | 41 | 4 |
| Mar 2019 | $3.2B | $3.2B | $0 | 41 | 4 |
| Mar 2018 | $2.8B | $2.8B | $0 | 38 | 0 |
| Mar 2017 | $2.1B | $2.1B | $0 | 30 | 1 |
| Mar 2016 | $1.9B | $1.9B | $0 | 35 | 1 |
| Apr 2015 | $2.3B | $2.3B | $0 | 25 | 1 |
| Mar 2015 | $2.2B | $2.2B | $0 | 25 | 1 |
| Nov 2014 | $2.4B | $2.4B | $0 | 24 | 1 |
| Apr 2014 | $1.8B | $1.8B | $0 | 24 | 1 |
| Apr 2013 | $1.4B | $1.4B | $0 | 20 | 1 |
| Feb 2012 | $1.1B | $1.1B | $0 | -- | 1 |
DateNov 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees47
Clients0
DateMar 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees47
Clients0
DateOct 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees51
Clients0
DateMay 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees51
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees51
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees62
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees58
Clients0
DateNov 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees41
Clients0
DateAug 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees41
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees41
Clients4
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees38
Clients4
DateJan 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees41
Clients4
DateMar 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees41
Clients4
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees38
Clients0
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees30
Clients1
DateMar 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees35
Clients1
DateApr 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees25
Clients1
DateMar 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients1
DateNov 2014
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees24
Clients1
DateApr 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients1
DateApr 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients1
DateFeb 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients1