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Palladium Heritage Fund, L.P.

Private Equity FundFund ID 805-9671213337Delaware, United States
Gross assets
$31.5M
Min. investment
$5M
Beneficial owners
21
Size rank
Top 63%
Audited
Yes
Structure
Standalone

About this fund

Palladium Heritage Fund, L.P. is a private equity fund managed by Palladium Heritage Management, LLC. The fund reports $31.5 million in gross assets, placing it among the top 63% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9671213337
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Palladium Heritage (parallel) Fund, L.P.Private Equity$1.1M

Frequently asked questions

How large is Palladium Heritage Fund, L.P.?

Palladium Heritage Fund, L.P. reports $31.5 million in gross assets, among the top 63% of private funds by size.

What is the minimum investment for Palladium Heritage Fund, L.P.?

The stated minimum investment is $5 million.

Who manages Palladium Heritage Fund, L.P.?

Palladium Heritage Fund, L.P. is managed by Palladium Heritage Management, LLC.

Does Palladium Heritage Fund, L.P. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Auditor

Reported gross assets

$31.5M▼ 2%
Mar '25 — $32.1MApr '25 — $32.1MMay '25 — $32.1MJun '25 — $32.1MJul '25 — $32.1MAug '25 — $32.1MSep '25 — $32.1MOct '25 — $32.1MNov '25 — $32.1MDec '25 — $32.1MJan '26 — $32.1MFeb '26 — $32.1MMar '26 — $31.5MApr '26 — $31.5MMay '26 — $31.5MJun '26 — $31.5M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 63%
Larger than 37% of 67,041 private funds
Gross assets vs Private Equity FundsTop 60%
Larger than 40% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons71%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.