Chairman/ceo and Partner · Palladium Equity Partners Advisor, LLC
Marcos A. Rodriguez
CRD 4619394 · Named on Form ADV at one SEC-registered adviser
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 Marcos A. Rodriguez on its Form ADV as Chairman/ceo and Partner, a control person.
Firms and roles
- Palladium Equity Partners Advisor, LLCChairman/ceo and PartnerPrivate fund adviser · New York, NY · $3.6B in regulatory assets
AtlasMembers
Marcos’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (8)
- 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
- Suzanne (. WongChief Financial Officer and Partner, Palladium Equity Partners Advisor, LLC
3 more people named with Marcos 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 Marcos’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.