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PALLADIUM EQUITY PARTNERS ADVISOR, LLC

NEW YORK, NY · CRD 159061 · IAPD ↗ · palladiumequity.com · 212-218-5150

$3.60BRegulatory AUM
23Advisory reps
45Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — PALLADIUM EQUITY PARTNERS ADVISOR, LLC shrank from 29 to 24 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — PALLADIUM EQUITY PARTNERS ADVISOR, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.