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Chief Executive Officer and Director · Palladin Consumer Partners, LLC

Mark J. Schwartz

CRD 1414535 · Named on Form ADV at one SEC-registered adviser

At a glance

Palladin Consumer Partners, LLC, an SEC-registered private fund adviser based in Boston, MA with $457 million in regulatory assets, lists Mark J. Schwartz on its Form ADV as Chief Executive Officer and Director, a control person.

Firms and roles

AtlasMembers

Mark’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jodie E. UrquhartChief Financial Officer/chief Compliance Officer, Palladin Consumer Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.