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Palladin Consumer Retail Partners, LLC

● SEC registered since 2013CRD 164689SEC# 801-77503Boston, MA
Export (members)
Ranks #4,025 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$457.3M
Fund GAV
$488.7M
Private funds
16
Employees
9
Accounts
16
Location
Boston, MA

Palladin Consumer Retail Partners, LLC assets under management

Palladin Consumer Retail Partners, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2013. It reports $457.3 million in regulatory assets under management and employs 9 people. Palladin Consumer Retail Partners, LLC manages 16 private funds with combined gross assets of $488.7 million, including Pcrp Mac, LP. By regulatory assets, it ranks 4,025 of 6,004 private fund managers.

Palladin Consumer Retail Partners, LLC private funds

16 funds · $488.7M GAV
FundTypeGross assetsMin.
Pcrp Mac, LPPrivate Equity$128.9M$3M
Pcrp Leapfrog, LPPrivate Equity$84.7M$100K
Palladin Dw, LPPrivate Equity$59.4M$100K
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Palladin Consumer Retail Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jodie Ellen Urquhart ControlChief Financial Officer/Chief Compliance OfficerUnder 5%2022
Mark Jonathan Schwartz ControlChief Executive Officer And DirectorOver 75%2012

Frequently asked questions

How much does Palladin Consumer Retail Partners, LLC manage?

Palladin Consumer Retail Partners, LLC reports $457.3 million in regulatory assets under management on its Form ADV.

How many private funds does Palladin Consumer Retail Partners, LLC manage?

Palladin Consumer Retail Partners, LLC manages 16 private funds with combined gross assets of $488.7 million.

How many employees does Palladin Consumer Retail Partners, LLC have?

Palladin Consumer Retail Partners, LLC reports 9 employees.

Where is Palladin Consumer Retail Partners, LLC located?

Palladin Consumer Retail Partners, LLC is based in Boston, MA and has been SEC-registered since 2013.

Does Palladin Consumer Retail Partners, LLC disclose fund performance?

Palladin Consumer Retail Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressPrudential Tower, 800 Boylston Street, 14th Floor, Boston, MA 02199
Phone617-585-3800
Office hours9 a.m. - 6 p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$457.3M▼ 22%
Mar '25 — $585.2MApr '25 — $585.2MMay '25 — $593MJun '25 — $593MJul '25 — $593MAug '25 — $593MSep '25 — $593MOct '25 — $593MNov '25 — $593MDec '25 — $593MJan '26 — $593MFeb '26 — $593MMar '26 — $457.3MApr '26 — $457.3MMay '26 — $457.3MJun '26 — $457.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 16%
More funds than 84% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$457.3Mregulatory AUM
Discretionary $457.3M

Service providers