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CRD 164689
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PCRP LEAPFROG, LP | Private Equity Fund | $123M | Nov 21, 2024 | 5 | Mar 31, 2021 | reported | n/a |
| PCRP MAC, LP | Private Equity Fund | $95.4M | Nov 21, 2024 | 7 | Mar 25, 2024 | reported | n/a |
| PALLADIN ANNEX S, LP | Private Equity Fund | $76.4M | Nov 21, 2024 | 7 | Mar 19, 2019 | reported | n/a |
| PALLADIN PARTNERS B, LP | Private Equity Fund | $47.3M | Nov 21, 2024 | 9 | Mar 19, 2019 | reported | n/a |
| PALLADIN DW, LP | Private Equity Fund | $43.3M | Nov 21, 2024 | 7 | Mar 31, 2021 | reported | n/a |
| PALLADIN PARTNERS ANNEX, LP | Private Equity Fund | $32.6M | Nov 21, 2024 | 8 | Mar 19, 2019 | reported | 021-320756 |
| PALLADIN S II, LP | Private Equity Fund | $30.5M | Nov 21, 2024 | 8 | Mar 25, 2024 | reported | n/a |
| PCRP SEM, LP | Private Equity Fund | $25.2M | Nov 21, 2024 | 2 | Mar 27, 2023 | reported | n/a |
| PALLADIN PARTNERS A, LP | Private Equity Fund | $20.5M | Nov 21, 2024 | 9 | Mar 19, 2019 | reported | n/a |
| TAILWIND HOLDINGS II, LP | Private Equity Fund | $18.9M | Nov 21, 2024 | 2 | Mar 29, 2022 | reported | n/a |
| TAILWIND HOLDINGS I, LP | Private Equity Fund | $18.9M | Nov 21, 2024 | 3 | Mar 29, 2022 | reported | n/a |
| PALLADIN DW PA, LP | Private Equity Fund | $14.3M | Nov 21, 2024 | 11 | Mar 31, 2021 | reported | n/a |
| PALLADIN CAPITAL PARTNERS LP | Private Equity Fund | $13.0M | Nov 21, 2024 | 5 | Dec 20, 2012 | reported | n/a |
| PALLADIN PARTNERS, LP | Private Equity Fund | $10.6M | Mar 30, 2020 | 3 | Dec 20, 2012 | dropped | 021-176379 |
| PCRP MAC PA, LP | Private Equity Fund | $8.7M | Nov 21, 2024 | 12 | Mar 25, 2024 | reported | n/a |
| PALLADIN PARTNERS C, LP | Private Equity Fund | $6.3M | Feb 4, 2020 | 8 | Mar 19, 2019 | dropped | n/a |
| PALLADIN ANNEX PB II, LP | Private Equity Fund | $1.3M | Nov 21, 2024 | 2 | Mar 27, 2023 | reported | n/a |
| PALLADIN ANNEX PB, LP | Private Equity Fund | $275,517 | Nov 21, 2024 | 3 | Mar 30, 2020 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SCHWARTZ, MARK, JONATHAN | CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | yes | 03/2012 | Dec 20, 2012 | Nov 21, 2024 |
| URQUHART, JODIE, ELLEN | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | Na | yes | 03/2022 | Mar 1, 2022 | Nov 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PALLADIN INVESTMENTS LLC | n/a | n/a | n/a | N | yes | n/a |
| PALLADIN PARTNERS ANNEX GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| PALLADIN PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $457M | $457M | 9 | 8 | 0 | 16 | n/a |
| 2024 | Mar 26, 2025 | $585M | $585M | 10 | 9 | 0 | 16 | n/a |
| 2023 | Mar 25, 2024 | $546M | $546M | 9 | 8 | 0 | 16 | $569M |
| 2022 | Mar 27, 2023 | $379M | $379M | 8 | 7 | 0 | 13 | $394M |
| 2021 | Mar 29, 2022 | $302M | $302M | 8 | 7 | 0 | 11 | $315M |
| 2020 | Mar 31, 2021 | $186M | $186M | 6 | 5 | 0 | 9 | $194M |
| 2019 | Mar 30, 2020 | $122M | $111M | 6 | 5 | 0 | 7 | $122M |
| 2018 | Mar 19, 2019 | $119M | $102M | 5 | 4 | 0 | 7 | $119M |
| 2017 | Mar 14, 2018 | $108M | $3.6M | 7 | 5 | 0 | 2 | $98.3M |
| 2016 | Mar 13, 2017 | $141M | $141M | 7 | 5 | n/a | 2 | $141M |
| 2015 | Mar 24, 2016 | $139M | $139M | 7 | 5 | n/a | 2 | $139M |
| 2014 | Mar 30, 2015 | $91.7M | $91.7M | 7 | 5 | n/a | 2 | $91.7M |
| 2013 | Mar 14, 2014 | $102M | $102M | 7 | 5 | n/a | 2 | $102M |
| 2012 | Mar 14, 2013 | $111M | $111M | 7 | 5 | n/a | 2 | $111M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $457M | $585M | -21.8% | $379M | 6.5% | 9 | 10 | 0 | 0 |