Partner · Palladium Equity Partners Advisor, LLC
Katherine A. Lehman
CRD 3087505 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Palladium Equity Partners Advisor, LLC, an SEC-registered private fund adviser based in New York, NY with $3.6 billion in regulatory assets, lists Katherine A. Lehman on its Form ADV as Partner, a control person. The SEC filings also name Katherine at 1 other registered adviser.
Firms and roles
- Palladium Equity Partners Advisor, LLCPartnerPrivate fund adviser · New York, NY · $3.6B in regulatory assets
- Palladium Heritage Management, LLCChief Executive OfficerPrivate fund adviser · New York, NY · $37M in regulatory assets
AtlasMembers
Katherine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Marcos A. RodriguezChairman/ceo and Partner, Palladium Equity Partners Advisor, LLC
- Kevin L. ReymondVice Chairman and Partner, Palladium Equity Partners Advisor, LLC
- Adam L. ShebitzPartner, Palladium Equity Partners Advisor, LLC
- Daniel (. IlundainPresident and Partner, Palladium Equity Partners Advisor, LLC
- Justin R. GreenPartner, Palladium Equity Partners Advisor, LLC
3 more people named with Katherine on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.