Form D · Other Investment Fund

PALLADIN PARTNERS ANNEX, LP

Boston, MA · CIK 0001748991

Offering snapshot reported Sep 6, 2018 · SEC filing

Reported sold
$19.8M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 18, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 6, 2018Initial$19,768,283No comparison6SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-320756
Limited Partnership Interests.

Source: Form D, filed Sep 6, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PALLADIN PARTNERS ANNEX, LP

Investment adviser: PALLADIN CONSUMER RETAIL PARTNERS, LLC

Gross asset value
$15.3M
Beneficial owners
8
ADV minimum commitment
$100K

Reported in Form ADV on Sep 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2130371 · Sep 2, 2026 · Schedule D 7.B.(1), fund 805-9144710947

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Palladin Partners Annex Gp, Llc Executive, Promoter
Mark J. Schwartz Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 Clarendon Street 26 Th Floor
Boston, MA, 02116