Investment adviser · CRD 164689

PALLADIN CONSUMER RETAIL PARTNERS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Sep 2, 2026

Regulatory AUM
$457M
Form ADV · Item 5.F
Client accounts
16
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles16$457,340,655100.0%
Filing source

Form ADV 2130371 · Sep 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PCRP MAC, LPPrivate Equity Fund · Last reported Sep 2, 2026$129MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-4525529240
Reported beneficial owners
7
Minimum commitment
$3M

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PCRP LEAPFROG, LPPrivate Equity Fund · Last reported Sep 2, 2026$84.7MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-5112752662
Reported beneficial owners
5
Minimum commitment
$100K

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PALLADIN DW, LPPrivate Equity Fund · Last reported Sep 2, 2026$59.4MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-1807312327
Reported beneficial owners
7
Minimum commitment
$100K

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TAILWIND HOLDINGS II, LPPrivate Equity Fund · Last reported Sep 2, 2026$47.8MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-5243097588
Reported beneficial owners
2
Minimum commitment
$13M

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TAILWIND HOLDINGS I, LPPrivate Equity Fund · Last reported Sep 2, 2026$47.8MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-7073975348
Reported beneficial owners
3
Minimum commitment
$850K

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PALLADIN PARTNERS A, LPPrivate Equity Fund · Last reported Sep 2, 2026$23.3MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-5237245002
Reported beneficial owners
9
Minimum commitment
$100K

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PCRP SEM, LPPrivate Equity Fund · Last reported Sep 2, 2026$23MGross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774

Fund details & source
Fund ID
805-5121947566
Reported beneficial owners
2
Minimum commitment
$15M

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 2, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

PRUDENTIAL TOWER, 800 BOYLSTON STREET, 14TH FLOOR
BOSTON, MA, 02199, United States

CRD 164689

Filing source

Form ADV 2130371 · Sep 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.