PALM EQUITY, LLC
CRD #162535 SEC #801-74793 WEST PALM BEACH, FL 561-227-9050
SEC Registered
Total AUM
$231.5M
Discretionary
$231.5M
Employees
6
Clients
--
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATTIFARANO, CHRISTOPHER, TERENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BATTIFARANO, CHRISTOPHER, TERENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BATTIFARANO, CHRISTOPHER, TERENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BATTIFARANO, CHRISTOPHER, TERENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BATTIFARANO, CHRISTOPHER, TERENCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REYNOLDS, LAUREN, HOPE | I | CONTROLLER/CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOLDS, LAUREN, HOPE | I | CONTROLLER/CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOLDS, LAUREN, HOPE | I | CONTROLLER/CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNOLDS, LAUREN, HOPE | I | CONTROLLER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOJNAR, SARA, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOJNAR, SARA, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
| MASHEK, GRANT, EDWIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MASHEK, GRANT, EDWIN | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 25, 2013 REGISTERED
Notice Filings (1)
FL
Address
ONE NORTH CLEMATISSUITE 320
WEST PALM BEACH, FL 33401
United States
Phone: 561-227-9050