Private fund adviser · Boston, MA
Palladin Consumer Partners, LLC
SEC-registered investment adviser · CRD 164689 · SEC 801-77503
At a glance
Palladin Consumer Partners, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $457 million in regulatory assets under management as of its Form ADV filed September 2, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,145th of 4,686 private fund advisers and 8,195th of 17,210 SEC-registered advisers by assets.
Main office 617-585-3800palladincapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $457M
- Rank among private fund advisers
- #3,145 of 4,686
- Rank among all SEC RIAs
- #8,195 of 17,210
- Rank in Massachusetts
- #391 of 627
- Clients
- 16
- Accounts
- 16
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Jodie E. UrquhartChief Financial Officer/chief Compliance Officer
- Mark J. SchwartzChief Executive Officer and Director
Custody and brokerage
Custodian
Palladin Consumer Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 16 | $457M | 100% |
Private funds
Palladin Consumer Partners, LLC reports 16 private funds with $489M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Palladin Consumer Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗palladincapital.com ↗
AtlasMembers
The full record on Palladin Consumer Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,271 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Palladin Consumer Partners, LLC manage?
Palladin Consumer Partners, LLC reports $457 million in regulatory assets under management across 16 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
What kind of firm is Palladin Consumer Partners, LLC?
Palladin Consumer Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Palladin Consumer Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($457 million, 16 clients).
Does Palladin Consumer Partners, LLC manage private funds?
Yes. It reports 16 private funds with $489 million in gross assets, including private equity funds.
Does Palladin Consumer Partners, LLC have any disciplinary history?
Palladin Consumer Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Palladin Consumer Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →