# Palladin Consumer Partners, LLC

> Palladin Consumer Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 164689
- Filed as: PALLADIN CONSUMER PARTNERS, LLC
- Also doing business as: PALLADIN CAPITAL GROUP INC. (RELYING ADVISER)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164689
- AdvisorCensus page: https://advisorcensus.com/firm/palladin-consumer-partners-llc-boston-ma-164689

## Quick answers

**How is Palladin Consumer Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palladin Consumer Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Palladin Consumer Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Palladin Consumer Partners, LLC located?**
Palladin Consumer Partners, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Palladin Consumer Partners, LLC registered with the SEC or a state?**
Palladin Consumer Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 164689.

**How much does Palladin Consumer Partners, LLC manage?**
Palladin Consumer Partners, LLC reports $457,340,655 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Palladin Consumer Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Palladin Consumer Partners, LLC: Regulatory assets under management: $183,357,467 in the October 2021 data and $457,340,655 in the October 2026 data, up 149%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palladin Consumer Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16).

**Does Palladin Consumer Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164689

**Does Palladin Consumer Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The Funds currently have no minimum investment requirement for Limited Partners."

**What changed in Palladin Consumer Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Palladin Consumer Retail Partners, LLC to Palladin Consumer Partners, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Management fees based on a percentage of assets under management are based upon a formula and subject to certain reductions, but will not exceed 2%, all as defined in the applicable limited partnership agreement.

- Account minimum: None

> The Funds currently have no minimum investment requirement for Limited Partners.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $457,340,655
- Discretionary: $457,340,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $457,340,655 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palladincapital.com
- pcrp.com
- LinkedIn @PALLADIN-CAPITAL-GROUP-INC.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,357,467 | 6 | April 27, 2021 |
| October 2022 | $300,536,691 | 8 | May 3, 2022 |
| October 2023 | $379,381,524 | 8 | May 3, 2023 |
| October 2024 | $546,197,247 | 9 | May 7, 2024 |
| October 2025 | $593,030,965 | 10 | May 6, 2025 |
| October 2026 | $457,340,655 | 9 | September 2, 2026 |

Regulatory assets under management: $183,357,467 in the October 2021 data and $457,340,655 in the October 2026 data, up 149%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Palladin Consumer Retail Partners, LLC to Palladin Consumer Partners, LLC.

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $593,030,965 to $457,340,655 (-23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palladin Consumer Partners, LLC (CRD 164689): Form ADV filing data as of October 2026.