PALLADIUM HERITAGE MANAGEMENT, LLC
CRD #321623 SEC #801-125771 NEW YORK, NY (212) 218-5150
SEC Registered Private Funds
Total AUM
$39.5M
Discretionary
$39.5M
Employees
4
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $39.5M | $39.5M | $0 | 4 | 0 |
| Oct 2024 | $43.8M | $43.8M | $0 | 5 | 0 |
| Mar 2024 | $43.8M | $43.8M | $0 | 5 | 0 |
| Mar 2023 | $34.3M | $34.3M | $0 | 9 | 0 |
DateMar 2025
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees9
Clients0