Palladium Heritage Management, LLC
● SEC registered since 2022CRD 321623SEC# 801-125771New York, NY
Ranks #5,923 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$37.2M
Fund GAV
$32.5M
Private funds
2
Employees
2
Accounts
2
Location
New York, NY
Palladium Heritage Management, LLC assets under management
Palladium Heritage Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $37.2 million in regulatory assets under management and employs 2 people. Palladium Heritage Management, LLC manages 2 private funds with combined gross assets of $32.5 million, including Palladium Heritage Fund, L.P. By regulatory assets, it ranks 5,923 of 6,030 private fund managers.
Palladium Heritage Management, LLC private funds
2 funds · $32.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Palladium Heritage Fund, L.P. | Private Equity | $31.5M | $5M |
| Palladium Heritage (parallel) Fund, L.P. | Private Equity | $1.1M | $5M |
Palladium Heritage Management, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Anne Lehman Control | Chief Executive Officer | Under 5% | 2022 |
| Nancy Ann Mitchell Control | Chief Compliance Officer | Under 5% | 2024 |
| Palladium Heritage, LLC Control | Sole Member | Over 75% | 2022 |
| Suzanne (nmn) Wong Control | Chief Financial Officer | Under 5% | 2022 |
| Katherine Anne Lehman Control | Managing Member | 50-75% | 2022 |
| Palladium Fee Silo, LLC Control | Sole Member | Over 75% | 2021 |
| Palladium Firmco, LLC Control | Managing Member | Over 75% | 2021 |
| Palladium Investment Partners, LLC Control | Member | 25-50% | 2022 |
| Palladium Investment, LLC | Sole Member | Over 75% | 2021 |
| Palladium Manager, LLC Control | Manager | — | 2021 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Palladium Heritage Management, LLC manage?
Palladium Heritage Management, LLC reports $37.2 million in regulatory assets under management on its Form ADV.
How many private funds does Palladium Heritage Management, LLC manage?
Palladium Heritage Management, LLC manages 2 private funds with combined gross assets of $32.5 million.
How many employees does Palladium Heritage Management, LLC have?
Palladium Heritage Management, LLC reports 2 employees.
Where is Palladium Heritage Management, LLC located?
Palladium Heritage Management, LLC is based in New York, NY and has been SEC-registered since 2022.
Does Palladium Heritage Management, LLC disclose fund performance?
Palladium Heritage Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1270 Avenue of the Americas, 31st Floor, New York, NY 10020 |
| Phone | (212) 218-5150 |
| Fax | 212-218-5155 |
| Office hours | 9:00a.m. - 6:00p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$37.2M▼ 6%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,306 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$37.2Mregulatory AUM
Discretionary $37.2M