# Palm Drive Capital LLC

> Palm Drive Capital LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 284014
- Filed as: PALM DRIVE CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284014
- AdvisorCensus page: https://advisorcensus.com/firm/palm-drive-capital-llc-new-york-ny-284014

## Quick answers

**How is Palm Drive Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palm Drive Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Palm Drive Capital LLC charge?**
Its Form ADV Part 2A brochure dated June 8, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Palm Drive Capital LLC located?**
Palm Drive Capital LLC's principal office is in New York, NY, according to its Form ADV.

**Is Palm Drive Capital LLC registered with the SEC or a state?**
Palm Drive Capital LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284014.

**How much does Palm Drive Capital LLC manage?**
Palm Drive Capital LLC reports $376,386,304 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**How have Palm Drive Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Palm Drive Capital LLC: Regulatory assets under management: $314,770,523 in the October 2021 data and $376,386,304 in the October 2026 data, up 20%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palm Drive Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30).

**Does Palm Drive Capital 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/284014

**What changed in Palm Drive Capital LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $319,326,989 to $376,386,304 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 8, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> The Management Fee generally ranges from 1 -2% of the total committed capital per annum .

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

### Regulatory assets under management (Item 5.F)
- Total: $376,386,304
- Discretionary: $376,386,304
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $376,386,304 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmdrive.vc
- LinkedIn @palmdriveventures
- X @PalmDriveVC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $314,770,523 | 7 | August 23, 2021 |
| October 2022 | $383,107,978 | 7 | March 25, 2022 |
| October 2023 | $420,421,256 | 8 | March 23, 2023 |
| October 2024 | $376,454,067 | 6 | February 15, 2024 |
| October 2025 | $319,326,989 | 6 | February 18, 2025 |
| October 2026 | $376,386,304 | 7 | June 8, 2026 |

Regulatory assets under management: $314,770,523 in the October 2021 data and $376,386,304 in the October 2026 data, up 20%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $319,326,989 to $376,386,304 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palm Drive Capital LLC (CRD 284014): Form ADV filing data as of October 2026.