Investment adviser · CRD 284014

PALM DRIVE CAPITAL LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 8, 2026

Regulatory AUM
$376M
Form ADV · Item 5.F
Client accounts
30
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
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 vehicles30$376,386,304100.0%
Filing source

Form ADV 2110815 · Jun 8, 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

40 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.

PALM DRIVE CAPITAL III LPVenture Capital Fund · Last reported Jun 8, 2026$92.6MGross asset value

Form D fundraising filings

Palm Drive Capital III LP

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian MORGAN STANLEY 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

WEAVER AND TIDWELL, LLP
PCAOB 105

Fund details & source
Fund ID
805-9987157025
Reported beneficial owners
34
Minimum commitment
$10K
Form D file number
021-350314

Form ADV 2110815 · Jun 8, 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.

PALM DRIVE CAPITAL II LPVenture Capital Fund · Last reported Jun 8, 2026$52.8MGross asset value

Form D fundraising filings

Palm Drive Capital II LP

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States
Custodian MORGAN STANLEY 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

WEAVER AND TIDWELL, LLP
PCAOB 105

Fund details & source
Fund ID
805-3306943961
Reported beneficial owners
41
Minimum commitment
$10K
Form D file number
021-280554

Form ADV 2110815 · Jun 8, 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.

PALM DRIVE CAPITAL IV LPVenture Capital Fund · Last reported Jun 8, 2026$47.3MGross asset value
Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian MORGAN STANLEY 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

WEAVER AND TIDWELL, LLP
PCAOB 105

Fund details & source
Fund ID
805-8162440425
Reported beneficial owners
39
Minimum commitment
$50K

Form ADV 2110815 · Jun 8, 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.

PALM DRIVE VENTURES I LPVenture Capital Fund · Last reported Jun 8, 2026$39.8MGross asset value

Form D fundraising filings

Palm Drive Ventures I LP

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States
Custodian MORGAN STANLEY 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

WEAVER AND TIDWELL, LLP
PCAOB 105

Fund details & source
Fund ID
805-8648006995
Reported beneficial owners
30
Minimum commitment
$100K
Form D file number
021-237278

Form ADV 2110815 · Jun 8, 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.

PD BC LLCVenture Capital Fund · Last reported Jun 8, 2026$30.3MGross asset value
Custodian EQUITY TRUST WESTLAKE, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9497337499
Reported beneficial owners
3
Minimum commitment
$50K

Form ADV 2110815 · Jun 8, 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.

PALM DRIVE MILKYWAY CO-INVESTMENT FUND LPVenture Capital Fund · Last reported Jun 8, 2026$30.2MGross asset value
Custodian MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4120899833
Reported beneficial owners
1
Minimum commitment
$100K

Form ADV 2110815 · Jun 8, 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.

PALM DRIVE VENTURES (WL), LLCVenture Capital Fund · Last reported Jun 8, 2026$23MGross asset value
Custodian EQUITY TRUST WESTLAKE, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6273545735
Reported beneficial owners
15
Minimum commitment
$1K

Form ADV 2110815 · Jun 8, 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: Jun 8, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

270 7TH AVENUE, MEMBER: PALM DRIVE CAPITAL
NEW YORK, NY, 10001, United States

CRD 284014

Filing source

Form ADV 2110815 · Jun 8, 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.